Meet Sean
Professional Accomplishments
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Accredited Investment Fiduciary
® , AIF® - Enrolled Agent, EA
- Bachelor of Arts in Economics
Sean 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.
Sean graduated from the University of California San Diego, where he earned a Bachelor of Arts in Economics.
Check Sean on FINRA’s BrokerCheck
“Climb the mountains and get their good tidings” — John Muir
Personal Achievements
- Fulfilled a bucket list item and stood in the path of totality for the 2017 Solar Eclipse.
- Currently chest deep in raising four wonderful children, now entering the teen years.
- Successfully drove around the United States in a minivan with four small children.
- Married for 15 years to Susan, not that he is counting.
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.
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.
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.