Meet Tanya
Professional Achievements
- Ensures that the office runs smoothly and efficiently.
- Likely the first person to greet you when you come in or call.
- Experienced Notary
As our office manager and in-house notary, Tanya prides herself on ensuring our clients get the best experience at every turn. When she is not running up and down the halls of Reason Financial you can catch her cheering at the Padres game or rollerblading down the boardwalk.
“Why?” — Socrates
Personal Achievements
- Snorkeled the Great Barrier Reef
- Always has a joke at the ready (cannot guarantee the caliber)
- Best music taste in the office
- Eats Thai food at a spice level of 11
The people of Reason Financial
Steve W. Pollock
CFP®, AIF®, EA
President
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
CPA
Tax Manager
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.
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.
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.