Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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