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Patrick Oliver, MST, EA

Senior Tax Consultant
Education and Credentials
University of Phoenix; California State University, Northridge
B.S. in Business, Finance M.S. in Taxation
Enrolled Agent (EA)

Patrick Oliver, EA, MST, has been helping individuals and businesses navigate complex tax and accounting needs since 2016. He holds a Master of Science in Taxation from California State University, Northridge, and is an Enrolled Agent (EA) licensed by the Internal Revenue Service. Patrick focuses on supporting clients with tailored advisory and proactive planning to minimize their tax liabilities.

Additionally, he brings extensive experience in tax controversy matters, helping clients address the IRS and States to negotiate the best possible resolutions.

Outside the office, Patrick loves to cook, enjoy movies, and host game nights for his friends and family.

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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
Patrick
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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Mike Janis
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Andy Rosas
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Jess Boone
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Bradley Triana
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Lisa Tashtchian
Sr. Client Service Associate
Tyler Resh
Chief Growth Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Mary Berg, CPA/PFS
Technical Reviewer
Michael Rashtian
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Kim Zajic
Chief Administrative Officer
Tony Walsh
Chief Operating Officer
Michael Gansfuss
Business Development Manager, Alpha Summit
Jason Hart
Director of Operations
Jordan Peterson, CPFA®
Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Josh Lev
Vice President, Investment Research
Robert Venezia
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
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Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
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Roger Lopez
Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Rachel Otto
Staff Accountant
Luke Anderson, SE-AWMA®
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James Cordle
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Rich Winer
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Bardia Maghami
Vice President, Fund Operations
Jennifer Prendergast
Tax Operations Lead
Enrique Vargas
Business Development
Joe Fusaro
Director of Operations
Joe Mezzetta, CPA
Tax Preparation Manager
Charlotte Perkinson
HR & Talent Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Alexandra Miller
Full Charge Bookkeeper
Laila Bahman
Associate
Brendan Finneran
Senior Portfolio Manager
Sam Sosa, J.D.
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Anthony Kim
Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
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Curtis Cooper
Associate Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Teddy Weber, CPA
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Aimie Lalas
Tax Administrator
Joseph Auday, CFP®, CRPC®
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Noah Barrionuevo
Associate
Cecilia Umbel
Client Service Manager
Katherine Neto, AWMA®
Client Service Associate
Leonard Green
Compliance Manager
Jack Martin
Associate Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Andrea Chandos
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Zack Farooquee, AAMS®, AIF®
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Kiras Persky
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Ashley Payrits
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Wyatt Gibson
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Jackie Stafford
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Client Service Associate
Michelle Nanoff
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