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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

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