- Master of Science in Financial and Tax Planning
- Bachelor of Science in Business Administration
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Accredited Investment Fiduciary®, AIF®
- Enrolled Agent, EA
Steve 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.
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.
Check Steve on FINRA’s BrokerCheck
“To live intentionally and not by accident is foundational to a life of joy, significance, and meaning – the elements of fulfillment and purposeful life” — Tony Batman
- Husband to Jessica, Dad to Aubree and Hannah
- Active among the Pacific Beach Community
- Mission Bay Sprint Triathlon Finisher
- Camper and Outdoor Adventure seeker
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 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.
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 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.
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.
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.