Meet Octavio
Professional Achievements
- San Diego State University Class of 2019
- Bachelor of Science in Business Administration
- Emphasis in Corporate Finance
Octavio is our resident Paraplanner and currently holds the Series 7 and Series 66 securities licenses with LPL Financial. He received his BS is Business Administration at San Diego State University with an emphasis in Finance. A San Diego local, Octavio loves ocean sports and going to breweries with his coworkers.
“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 22 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.
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
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.
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.
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.