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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

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