Professional Achievements

  • CERTIFIED FINANCIAL PLANNER™, CFP®
  • Accredited Investment Fiduciary® , AIF®
  • Enrolled Agent, EA
  • Bachelor of Science in Public Administration
  • SDSU Executive Financial Planner Advance Certificate

Matt is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.

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. 

Check Matt on  FINRA’s BrokerCheck

“The only true currency in this bankrupt world is the truth that we share with one another when we are being uncool.” — Almost Famous

Personal Achievements

  • Proud Husband and Dad to a Family of Four
  • World Traveler and Foodie aficionado
  • Spent time in the UK and studied at Oxford University
  • Golfed the Famous St. Andrews


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 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.

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.

Lisa Caparatta

Client Services

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.

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.