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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

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