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Michelle Nanoff

Senior 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

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