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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.

Other Team Members

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Steven K. Ridgeway, CPA
Tax Services Lead
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Aimie Lalas
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Ryan Santiago
Operations Manager
James Cordle
Senior Trader
Jennifer Prendergast
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Lisa Tashtchian
Sr. Client Service Associate
Michael Nader, EA
Tax Associate
Joseph Auday, CFP®, CRPC®
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Airene Williamson
Chief Legal & Compliance Officer
Joseph Brandolino
Associate Wealth Advisor
Dylan Drake
Marketing Associate
Kingsley Choi
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Joe Fusaro
Director of Operations
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Samantha Orellana
Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andy Rosas
Operations Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Nina Weiss
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Annie Heller
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Junior Tax Associate
Benjamin Kanter
Client Service Associate
Raesa Martin
Client Service Associate
Josh Lev
Vice President, Investment Research
Peter Amling, CFP®
Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Wayne T. Slappy
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Charlotte Perkinson
HR & Talent Manager
Tyler Resh
Chief Growth Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
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Robert Venezia
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Michael Rashtian
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Roger Lopez
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Alejandra Guzman
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Katherine Neto, AWMA®
Client Service Associate
Tony Walsh
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Luke Everhart
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Shelby Brennan, CPA, CFP®
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Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Myles Bozinovski
Business Development Manager
Daniel Atchinson
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Anthony Kim
Portfolio Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
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Director of Alternative Solutions
Teddy Weber, CPA
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Stacy Borek, CFP®
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Senior Tax Consultant
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