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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

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