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A Day Filled with Learning, Laughter, and Light Naps from Churchie

The entire Storen Financial team gathered for a day of company forecasts, updates, and future plans led by our Investment, Tax, Business Services, and Communications & Operations team leaders. This meeting was a lively and efficient way to recap the successes from our year-to-date and look ahead to what 2025 holds in store. As always, meetings like these instill in us the true feeling of connection and collaboration.

Highlights from the day included: Debbi’s recap of the many team accomplishments throughout 2024, Greg’s insights on our core values and how they will guide us toward further success in the next few years, Erika’s McCloud’s review of project management that will enable us to continue as an efficient, cohesive team, and updates from Kaylee Kriese on our Business Continuity Plan. (Click here to learn more about our Business Continuity Plan.) Of course, this meeting allowed us to rally the team before the next busy tax season as well as share a few much-needed laughs. As you can no doubt tell from the picture, Churchie found our team day very thrilling!

We are continually grateful for our amazing group of professionals who make coming to work each day an engaging, positive experience. Each of them ensure that our clients are well-taken care of, which is our highest priority. We are geared up and ready to tackle new processes, projects, and the future of Storen!

 

 

Blog by Debbi Kuller – Chief Operating Officer

Learn more about Debbi and the rest of the Storen Financial team here.