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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.

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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
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

Andrea Chandos
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Brandon McAuslen
Portfolio Manager
Joe Fusaro
Director of Operations
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Aimie Lalas
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Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
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Ceasar Garvida, CFP®, CIMA®
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Steve Racius
Associate Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Jennifer Prendergast
Tax Operations Lead
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Allison Garcia
Tax Administrator
Leonard Green
Compliance Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Alejandra Guzman
Paralegal – Compliance Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Jackie Stafford
Client Service Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Kim Zajic
Chief Administrative Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Daniel Atchinson
Junior Tax Associate
Rachel Otto
Staff Accountant
Derek Ruan
Wealth Advisor
Luke Everhart
Business Development Associate
Wayne T. Slappy
Wealth Advisor
Josh Lev
Vice President, Investment Research
Airene Williamson
Chief Legal & Compliance Officer
Andrew Moss
Wealth Advisor
Lucas McDonnell
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Dylan Drake
Marketing Associate
Michelle Nanoff
Sr. Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Samantha Orellana
Client Service Associate
Kiras Persky
Deputy General Counsel
Alexandra Miller
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Robert Venezia
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Charlotte Perkinson
HR & Talent Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
JP Tran
Client Service Associate
James Cordle
Senior Trader
Jordan Thatcher
Senior Tax Consultant
Anthony Kim
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Nicolo Gori
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Mike Janis
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Brendan Finneran
Senior Portfolio Manager
Joshua Fein
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Raesa Martin
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Andy Rosas
AI Strategy & Operations Manager
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Katherine Neto, AWMA®
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Director of Advisory Services
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Teddy Weber, CPA
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Michael Rashtian
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Tony Walsh
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Ryan Saidi, AIF®
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Annie Heller
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Sam Sosa, J.D.
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