Meet Our Team

We are a team of dedicated professionals, committed to delivering expert financial services with personalized customer attention. We invite you to contact us directly and look forward to working with you.

Greg Storen, MBA

President / CEO,
Advisory Services Director

Kim Storen, EA

Senior Tax Accountant

 

Debbi Kuller

Chief Operating Officer

 

Erika Lewis

Business Services Director

 

Chelsea Brown

Tax Operations Director

 

Erika McCloud

Communications & Operations Director 

Rob Dukes

Finance & Facility Manager

 

Amy White

Technology 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 Accountant

Brian Biggs, CPA

Financial Advisor,
Senior Tax Accountant

Alex Kiritschenko, EA

Financial Advisor,
Senior Tax Accountant

Kathryn Miller, CPA

Senior Tax Accountant

 

Ierma Clark, CPA

Senior Tax Accountant

 

Now Hiring

Senior Tax Accountant

 

Troy Cookerly, MSA

Tax Accountant

 

Christie Crockett, MBA, EA

Tax Accountant

Matt Wilson

Portfolio Analyst Assistant

 

Dani Hussung

Financial Assistant

 

Joseph Cavazos

Financial Assistant

 

Laura Barahona

Financial Assistant

 

Penny Snyder

Business Accountant

 

Jessica Gentry, MSA

Business Accountant

 

Kelli Sauser

Business Accountant

 

Meggan Kane

Business Advisory Specialist

 

Martha Medlen, AFSP

Tax Preparer

 

William Wentworth

Technology Specialist

 

Ruth Hoffman

Medicare Benefits Specialist

 

Rhissa Johnson

Scheduling Specialist

 

Susan Arnold, MA Ed

Administrative Assistant

 

Chandra Swift

Administrative Assistant

 

Jonelle Mohr

Administrative Assistant

 

Alana Evans

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

Are Your Beneficiaries Up to Date?

Determine Who Will Receive Your Money “Designating beneficiaries on your investment accounts can easily slip to the bottom of your to-do list. But this task shouldn’t be forgotten. It can help protect a sizeable portion of your estate and ensure that your assets go to...

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September 2025 Newsletter

Have you read our September Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...

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Event: Medicare Open Enrollment Details – November 13th

Have questions about Medicare? Open enrollment started October 15th! Join us for this complimentary event on November 13th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process and enrollment guidelines as well as...

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Contact us with any questions!