Professional Achievements

• Master of Science in Financial and Tax Planning
• Bachelor of Science in Business Administrationa
• 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

Personal Achievements

• Husband to Jessica, Dad to Aubree and Hannah
• Active among the Pacific Beach Community
• Mission Bay Sprint Triathlon Finisher
• Camper and Outdoor Adventure seeker

Professional Achievements

• CERTIFIED FINANCIAL PLANNER™, CFP®
• Accredited Investment Fiduciary ®, AIF®
• Enrolled Agent, EA
• Bachelor of Arts in Economics

Sean 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.

Sean graduated from the University of California San Diego, where he earned a Bachelor of Arts in Economics.

Check Sean on  FINRA’s BrokerCheck

Personal Achievements

• Fulfilled a bucket list item and stood in the path of totality for the 2017 Solar Eclipse.
• Currently chest deep in raising four wonderful children, now entering the teen years.
• Successfully drove around the United States in a minivan with four small children.
• Married for 15 years to Susan, not that he is counting. 

Professional Achievements

• CERTIFIED FINANCIAL PLANNER™, CFP®
• Accredited Investment Fiduciary® , AIF®
• Enrolled Agent, EA
• Adjunct professor at UCSD
• BS in Public Administration / SDSU Executive Financial Planner Advance Certificate

Matt 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.

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. 

Check Matt on  FINRA’s BrokerCheck

Personal Achievements

• Proud Husband and Dad to a Family of Four
• World Traveler and Foodie aficionado
• Spent time in the UK and studied at Oxford University
• Golfed the Famous St. Andrews

Professional Achievements

• Enrolled Agent (EA)
• Bachelor of Arts in International Studies

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.

Jessica is currently attending San Diego State University working to achieve her Masters in Accounting and Certified Public Accountant (CPA) license.

Personal Achievements

• A frequent visitor to Hawaii
• CrossFit Regionals competitor & Certified Level 1 CrossFit Trainer.
• Proud of owner of our office dog, Joe (meet joe)

Professional Achievements

• Over 40 years as a service professional
• 1st Global Wealth Management Academy graduate
• Vast knowledge of back-office systems and paperwork processing
• Past holder various securities licenses and the California Tax Education Certification (CTEC) Enrolled Agent (EA)
• Bachelor of Arts in International Studies

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).

Personal Achievements

• Often referred to as “da bomb”
  
• Proud mother of 3 and grandmother of 6
• Personal health and wellness advocate

Professional Achievements

• CTEC Tax Certificate
• Bachelors of Science in Health Education
  

Lisa graduated from Hofstra University with a Bachelor of Science in Health Education.

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.

Personal Achievements

• Married for ten years to Lenny, a Navy Chief
• Mother to two strong, beautiful girls, Lily and Rosie
• Chief of the household
• Runs half marathons for fun
• Loving  San Diego life, but very proud of my NY roots

Professional Achievements

• Master scheduler and coordinator of the calendar
• Answers and routes call within our office
• Likely the first person to greet you when you come in. 
• Knows how to make a fantastic latte (just ask)

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. 

Personal Achievements

• Rock climber 
• Classical literature buff
•  Moviegoer
•  Often referred to as “ninja”