Meet Our Team
Greg Storen, MBA
President / CEO,
Advisory Services Director
Kim Storen, EA
Tax Services Manager
Debbi Kuller
Chief Operating Officer
Erika Lewis
Business Services Director
Amy White
Technology Director
Erika McCloud
Communications Director
Rob Dukes
Finance & Operations Director
Chelsea Slack
Administrative Manager
Lynn Prust
Client Relations Manager
Kaylee Kriese
Communications Specialist
Nicki Burns
Digital Document
Specialist
Ronnie Jackson, CFA®
Financial Advisor
Kiran Sharma
Financial Advisor,
Tax Accoutant
Brian Biggs, CPA
Financial Advisor,
Senior Tax Accountant
Alex Kiritschenko, EA
Financial Advisor,
Senior Tax Accountant
Kathryn Miller, CPA
Senior Tax Accountant
Debbi Granger, CPA
Senior Tax Accountant
Daniel Walters, EA
Senior Tax Accountant
Christie Crockett, MBA, AFSP
Tax Accountant
Jack Adair, CPA
Tax Accountant
Matt Wilson
Portfolio Analyst Assistant
Dani Hussung
Financial Assistant
Joseph Cavazos
Financial Assistant
Laura Frey
Financial Assistant
Penny Snyder
Business Accountant
Jessica Gentry, MBA
Business Accountant
Martha Medlen, AFSP
Tax Preparer
Rhissa Johnson
Scheduling Specialist
Mikaela Wade
Technology Administrator
Garrett Hall
Technology Specialist
Ruth Hoffman
Medicare Benefits Specialist
Julie Urban
Business Services Assistant
Susan Arnold
Administrative Assistant
Chandra Swift
Administrative Assistant
Jonelle Mohr
Administrative Assistant
How can we help?
At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.
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Read the latest news and resources on our blog
Event: Innovative Alternatives to Long-term Care – May 16
Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary, client-only event on May 16th, where Storen Financial's Investment team along with OneAmerica representative, Scott Hall, will...
Video: What are our Financial Toolbox Events?
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, shares information about our Financial Toolbox Events. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...
How Long Should I Keep My Tax Returns?
Read what Joy Taylor, Editor of Kiplinger Tax Letter, has to say about how long you should keep your tax returns. Article from Kiplinger As a general rule, you should keep your tax returns and supporting documents for at least three years from the due date of your...