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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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Shelby Brennan, CPA, CFP®
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Wayne T. Slappy
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Nicolo Gori
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Bardia Maghami
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Brandon McAuslen
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Mark Koellner, CFP®, CRPC®
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Operations Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Samantha Orellana
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Director of Alternative Solutions
Andy Rosas
Operations Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Derek Ruan
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Rich Winer
Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Josh Lev
Alternative Investment Associate
Charlotte Perkinson
HR & Talent Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
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Sr. Vice President, Wealth Advisor
Kingsley Choi
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Joe Fusaro
Director of Operations
Stephanie Valderrama
Administrative Assistant
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Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Benjamin Kanter
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Katherine Neto, AWMA®
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Raesa Martin
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Michael Nader, EA
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Ryan Saidi, AIF®
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Tyler Resh
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Teddy Weber, CPA
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Myles Bozinovski
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Daniel Atchinson
Junior Tax Associate
Aimie Lalas
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James Cordle
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Maddie Zakarian
Administrative Specialist
Lisa Tashtchian
Sr. Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Joe Mezzetta, CPA
Senior Tax Associate
Drew Clanton
Operations Associate
Morten Roness, MBA
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Michelle Nanoff
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Sam Sosa, J.D.
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Brendan Finneran
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