Buildings

Lesny Espinoza

Tax Associate
Education and Credentials
University of San Diego
Bachelor of Accountancy (B.A.C.C.), Minor in Spanish

Lesny Espinoza is an Enrolled Agent with five years of experience in tax and accounting. She graduated from the University of San Diego in 2019 with a degree in Accounting and a minor in Spanish. Lesny began her career in corporate accounting, where she built a strong foundation before transitioning into taxation. She now specializes in individual, business, and trust tax returns, and provides comprehensive tax planning tailored to each client’s unique needs.

Outside of work, Lesny enjoys keeping up with sports, staying active, and spending quality time with family and friends.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Other Team Members

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