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Lesny Espinoza, EA

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

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