Professional Achievements

  • Enrolled Agent (EA)
  • Bachelors of Science in Health Education

Lisa is an Enrolled Agent (EA) and licensed tax practitioner who may represent taxpayers before the IRS. Lisa has worked in Tax and Finance for over five years and provides tax preparation and planning services to the Clients of Reason Tax Group.

Lisa graduated from Hoftstra University with a Bachelor of Arts in Education.

“Enjoy life. Have fun. Be kind. Have worth. Have friends. Be honest. Laugh. Die with dignity.
Make the most of it. It’s all we’ve got.”
— Ricky Gervais

Personal Achievements

  • Married for ten years to Lenny, a Navy Chief
  • Mother to two strong, beautiful girls, Lily and Rosie
  • Chief of the household
  • Runs half marathons for fun
  • Loving  San Diego life, but very proud of my NY roots

The people of Reason Financial

Steve W. Pollock

CFP®, AIF®, EA

Financial and Tax Adviser

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.

Sean P. Storck

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 L. Folsom

EA

Tax Manager

Jessica graduated from the University of California, San Diego with a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is an Enrolled Agent (EA) and licensed tax practitioners who may represent taxpayers before the IRS.

Sharon Lamb

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.

Tanya T. Nguyen

Office Manager

As our office manager and in-house notary, Tanya prides herself on ensuring our clients get the best experience at every turn.

Octavio A. Tudela

Financial Paraplanner

Octavio is our resident Paraplanner and is both securities licensed and an investment adviser representative. He received his BS in Business Administration at San Diego State University with an emphasis in Finance.

Kristy Thomas

Client Services

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.

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