- Interned at two child development programs and earned a CCTE award from a former teacher.
- Always eager and enthusiastic to learn new skills here at Reason Financial.
As the newest member of our team, Kristy is continuing her college education and working to achieve a degree in Early Childhood Education along with an elementary school teaching credential. She keeps the office organized and looking sharp while assisting our advisors with administrative tasks.
“Happiness is not a goal…it’s a by-product of a life well-lived” — Eleanor Roosevelt.
- Proud vegan and animal whisperer
- Green thumb has given to her by her mother, the florist.
- Always wearing a smile(especially Fridays after 5 pm)
CFP®, AIF®, EA
Steve graduated from San Diego State University, where he earned a Bachelor of Science in Business Administration and a Master of Science in Financial and Tax Planning.
CFP®, AIF®, EA
Financial and Tax Adviser
Sean graduated from University of California San Diego, where he earned a Bachelor of Arts in Economics. Prior to partnering with Reason Financial, Sean worked as an independent financial and tax professional.
Jessica received her Masters of Science in Accounting from San Diego State University after having attended the University of California, San Diego and receiving a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is an Certified Public Accountant (CPA) and licensed tax practitioners who may represent taxpayers before the IRS.
Wealth Management Assistant
Sharon has worked for almost two decades assisting financial and tax advisers. She will work with you to gather information, complete the necessary paperwork, make updates to your account and get answers to any questions you may have along the way.
Lisa is an Enrolled Agent (EA) and licensed tax practitioner who may represent taxpayers before the IRS. Lisa provides tax preparation and planning services to the clients of Reason Tax Group.