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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

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