Professional Achievements

  • San Diego State University Class of 2019
  • BS in Business Finance with a minor in Management
  • Emphasis in Corporate Finance 

Octavio received his Bachelors of Science in finance at San Diego State University where he focuses on Corporate Finance. Over the course of his studies, he has completed various case studies in topics ranging from project valuation to capital restructuring. He is a San Diego local and the newest addition to the Reason Financial team. 

“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.” — Ernest Hemingway

Personal Achievements

  • Visited 14 countries and counting
  • Hiked Huayna Picchu 
  • Volunteered with Helps International Medical Team in Guatemala

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. 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, EA

EA

Tax Associate

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.

Lisa graduated from Hofstra University with a Bachelor of Science in Health Education and has five years of experience working in tax and finance.

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.