Professional Achievements

  • CTEC Tax Certificate
  • Bachelors of Science in Health Education

Lisa graduated from Hofstra University with a Bachelor of Science in Health Education.

Lisa has worked in customer service for 15 years, specifically in tax and finance for five years. She is currently working towards her Enrolled Agent designation. Lisa will work with you to collect necessary information and begin data entry.

“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

Jessica L. Folsom

EA

Tax Adviser

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. Prior to joining the Reason Financial team, Jessica worked in Washington, D.C. at the State Department.

Matthew J. Anderson

CFP®, AIF®, EA

Director of Guided Advice

Matt graduated from San Diego State University, where he earned a Bachelor of Science in Public Administration and the SDSU Executive Financial Planner Advance Certificate. He also attended a semester abroad at Oxford University on a scholarship.

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.

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.

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.

Tanya Nguyen

Client Services

Tanya is likely the first person to greet you whether you are in the office or calling. She prides herself on ensuring our clients get the best experience at every turn.