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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

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