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
Managing Partner / CEO,
Advisory Services Director
Kim Storen, EA
Senior Tax Accountant
Debbi Kuller
Chief Operating Officer
Laura Barahona
Chief Compliance Officer
Erika Lewis
Business Services Director
Chelsea Brown
Tax Operations Director
Erika McCloud
Communications & Operations DirectorÂ
Amy White
Technology Manager
Rob Dukes, MBA
Finance & Facility Manager
Lynn Prust
Client Relations Manager
Lisa Kellum, MSW, LCSW, MBA
Financial Wellness Manager
Ronnie Jackson, CFA®
Partner, Wealth Advisor
Kiran Sharma
Partner, Wealth Advisor
Alex Kiritschenko, EA
Partner, Wealth Advisor
Brian Biggs, CPA
Wealth Advisor,
Senior Tax Accountant
Now Hiring
Senior Tax Accountant
Kathryn Miller, CPA
Senior Tax Accountant
Troy Cookerly,
MSA, EA
Tax AccountantÂ
Jonah Edwards
Tax Accountant
Christie Crockett, MBA, EA
Tax Accountant
Matt Wilson
Portfolio Analyst Assistant
Dani Hussung
Financial Assistant
Joseph Cavazos
Financial Assistant
Kaylee Kriese
Communications Specialist
Jessica Gentry, MSA
Business Tax Accountant
Penny Snyder
Senior Business Accountant
Kelli Sauser
Business Accountant
Lexy Lauer
Business Accountant
Kaleb Renner
Business Accountant
Meggan Kane
Business Advisory Specialist
Ruth Hoffman
Medicare Benefits Specialist
Nicki Burns
Digital Document
Specialist
William Wentworth
Technology Specialist
Martha Medlen, AFSP
Tax Preparer
Susan Arnold, MA Ed
Tax Administrator
Vicky Hunt
Tax Administrator
Rhissa Johnson
Scheduling Specialist
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
Meet the Team – Kaleb Renner
Kaleb Renner Business Accountant Kaleb joined the Business Services team at Storen Financial in December 2025. He holds a Bachelor’s degree in finance from the IU Kelley School of Business and brings with him over two years of hands-on accounting experience from Meyer...
Meet the Team – Lexy Lauer
Lexy Lauer Business Accountant QuickBooks Online Certified ProAdvisor Lexy joined the Business Services team at Storen Financial in December 2025, after beginning her career in the accounting office of a car dealership. As a Business Accountant, she assists clients...
December 2025 Newsletter
Have you read our December 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...