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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

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