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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.

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Lexi Shaheri
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Brandon McAuslen
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Derek Ruan
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HR & Talent Manager
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Mark Koellner, CFP®, CRPC®
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Nina Weiss
Client Service Associate
Airene Williamson
Chief Legal & Compliance Officer
Rachel Otto
Staff Accountant
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Sr. Vice President, Wealth Advisor
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Andy Rosas
Operations Manager
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Administrative Assistant
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Lucas McDonnell
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Andrea Chandos
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Zack Farooquee, AAMS®, AIF®
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Lisa Tashtchian
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