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Michelle Nanoff

Sr. Client Service Associate
Education and Credentials

Michelle began her professional career in the financial industry in 2012, specializing in Client Services. Her background includes business administration, client servicing within account operations, and financial planning preparation. Prior to joining SteelPeak Wealth, Michelle worked at JSF Financial for 9 years in various roles ranging from executive assistant, account operations associate, and financial planning associate. She earned her Bachelor of Arts in Psychology from California State University, Fullerton in 2016.

Outside of the office, Michelle enjoys spending time with her family and two dogs. She enjoys new cooking recipes, visiting gardens and nurseries, indoor gardening, and collecting exotic tropical house plants.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Michelle
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Brandon McAuslen
Portfolio Manager
Alexandra Miller
Full Charge Bookkeeper
Drew Clanton
Operations Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Bardia Maghami
Fund Operations Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Rachel Otto
Staff Accountant
Jordan Thatcher
Senior Tax Consultant
Andrea Chandos
Senior Tax Administrator
Anthony Kim
Portfolio Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Andy Rosas
Operations Manager
Lucas McDonnell
Client Service Associate
Roger Lopez
Wealth Advisor
Raesa Martin
Client Service Associate
Kim Zajic
Chief Administration Officer
Joshua Fein
Controller
Steven Dymant
Director of Alternative Solutions
Teddy Weber, CPA
Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CPA
Wealth Advisor
James Cordle
Senior Trader
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Kingsley Choi
Wealth Advisor
Tyler Resh
Chief Growth Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Joe Mezzetta, CPA
Senior Tax Associate
Steve Racius
Associate Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Nina Weiss
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Morten Roness, MBA
Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
JP Tran
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Derek Ruan
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Jennifer Prendergast
Tax Operations Lead
Richard Stucki
Senior Tax Reviewer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Joe Fusaro
Director of Operations
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Josh Lev
Alternative Investment Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Steven K. Ridgeway, CPA
Tax Services Lead
Benjamin Kanter
Client Service Associate
Luke Everhart
Business Development Associate
Joseph Brandolino
Associate Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Lexi Shaheri
Client Service Associate
Ryan Santiago
Operations Manager
Lisa Tashtchian
Sr. Client Service Associate
Nicolo Gori
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Dylan Drake
Marketing Associate
Charlotte Perkinson
HR & Talent Manager
Samantha Orellana
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Brendan Finneran
Senior Portfolio Manager
Michael Rashtian
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Aimie Lalas
Tax Administrator
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager