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
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.
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.
Octavio Tudela
Financial Paraplanner
Octavio received his Bachelors of Science in finance at San Diego State University where he focuses on Corporate Finance. He is a San Diego local and the newest addition to the Reason Financial team.