Confidence to live fearless and free

with Rational, Informed and Well-Reasoned Financial Advice.

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Our purpose is to guide you through the complexities of life.

As financial and tax professionals, we have an innate sense of goodness. We hold this virtue collectively as a team and as stewards of your finances.

It’s a personal commitment we make and the pursuit is filled with curiosity, learning, creativity, and life-long friendships.

Get StartedMeet the Professionals

We take sophisticated strategies & make them better with personalized guidance.

Portolio Review

Reason Financial is a Registered Investment Advisor partnered with 1st Global Capital Corp and Fidelity. These relationships allow for the implementation of investment and tax strategies, performance reporting, and management of your investments.

Portolio Review

Financial Reporting

Financial Reporting is mission control for everything with a dollar sign. It is a technology solution that provides clients a central repository, updated daily, with the value of what they own and what they owe, the allocation of their investment portfolios, and the summary of their cash flow.

Financial Reporting

Quarterly in Focus

Provide ongoing engagement and continuing education.

Quarterly in Focus

Active Tax Planning

Active Tax Planning is a way of structuring your finances to minimize tax exposure and preserve wealth.

Active Tax Planning

Planning Intelligence

Annual consultation and Quarterly check-ins to sort through the complexities of the financial marketplace and perform detailed analysis unique to your circumstances.

Planning Intelligence

Risk Monitoring

Risk Monitoring includes the ability to assess your risk on a continuous basis as opposed to a single moment in time.

Risk Monitoring

Reason Financial and Tax Professionals

Steve W. Pollock, CFP®, AIF®, EA Steve W. Pollock, CFP®, AIF®, EA
President / Financial and Tax Adviser
Sean P. Storck, CFP®, AIF®, EA Sean P. Storck, CFP®, AIF®, EA
Managing Partner / Financial and Tax Adviser
Jessica L. Folsom, CPA Jessica L. Folsom, CPA
Partner and Tax Manager
Michael R. Boulger, CPA Michael R. Boulger, CPA
Tax Planning and Advice
George Hornby, EA George Hornby, EA
Tax Manager Emeritus
Cindy Aslan, CPA Cindy Aslan, CPA
Tax Manager
My Luong, CPA My Luong, CPA
Tax Manager
Sharon Gross, CPA Sharon Gross, CPA
Tax Consultant
Alex Rodriguez, CPA Alex Rodriguez, CPA
Tax Associate
Desiree Nava, CPA Desiree Nava, CPA
Tax Associate
Larua Widulski, CPA Larua Widulski, CPA
Tax Associate
Taylor Hubbard Taylor Hubbard
Staff Accountant & Payroll Specialist
Kelsey Boulger Kelsey Boulger
Staff Accountant
Lauren Boulger Lauren Boulger
Staff Accountant
Sharon Lamb Sharon Lamb
Wealth Management Assistant
Tanya T. Nguyen Tanya T. Nguyen
Relationship and Ops Team Manager
Kristy Thomas Kristy Thomas
Account Manager and Ops Team
Krystal Price Krystal Price
Executive Assistant
Christina Wilcox Christina Wilcox
Client Service and Ops Team