- 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
- Often referred to as “da bomb”
- Proud mother of 3 and grandmother of 6
- Personal health and wellness advocate
CFP®, AIF®, EA
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.
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 received her Masters of Science in Accounting from San Diego State University after having attended the University of California, San Diego and receiving a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is an Certified Public Accountant (CPA) and licensed tax practitioners who may represent taxpayers before the IRS.
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.
As our office manager and in-house notary, Tanya prides herself on ensuring our clients get the best experience at every turn.
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.