Meet Sharon
Professional Achievements
- Over 40 years as a service professional
- 1st Global Wealth Management Academy graduate
- Vast knowledge of back office systems and paper work processing
- Past holder various securities licenses and the California Tax Education Certification (CTEC)
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.
Sharon has held various securities licenses and the California Tax Education Certification (CTEC).
“Our greatest fear should not be of failure…but of succeeding at things in life that don’t really matter.”
— Francis Chan
Personal Achievements
- Often referred to as “da bomb”
- Proud mother of 3 and grandmother of 6
- Personal health and wellness advocate
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.
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.
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.
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.