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
Lisa Kellum, MSW, CFSW, MBA, CDMM
Financial Wellness Director
Erika McCloud
Communications & Operations DirectorÂ
Ronnie Jackson, CFA®
Partner, Wealth Advisor
Kiran Sharma
Partner, Wealth Advisor
Alex Kiritschenko, EA
Partner, Wealth Advisor, Senior Tax Accountant
Brian Biggs, CPA
Wealth Advisor,
Senior Tax Accountant
Lynn Prust
Client Relations Manager
Matt Wilson
Portfolio Analyst
Dani Hussung
Financial Assistant
Joseph Cavazos
Investment Advisor Representative
Troy Cookerly,
MSA, EA
Senior Tax AccountantÂ
Kathryn Miller, CPA
Senior Tax Accountant
Now Hiring
Senior Tax Accountant
Jonah Edwards
Tax Accountant
Now Hiring
Tax Accountant
Now Hiring
Tax Accountant
Jessica Gentry, MSA
Business Tax Accountant
Penny Snyder
Senior Business Accountant
Kelli Sauser
Business Accountant
Kaleb Renner
Business Accountant
Lexy Lauer
Business Accountant
Meggan Kane
Business Advisory Specialist
Rob Dukes, MBA
Finance & Facility Manager
Zack Tarr
Technology Operations Manager
Amy White
Senior Technical Advisor
William Wentworth
Technology Specialist
Nicole McCoskey
Financial Wellness Specialist
Ruth Hoffman
Medicare Benefits Specialist
Olivia Lashley
Communications Specialist
Sarah Newton
Marketing Specialist
Nicki Burns
Digital Document
Specialist
Rhissa Johnson
Scheduling Specialist
Susan Arnold, MA Ed
Tax Administrator
Vicky Hunt
Tax Administrator
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.
LEARN MORE
Read the latest news and resources on our blog
Now Hiring – Financial Assistant
To apply: Please email your resume to Storen@storenfinancial.com. Financial Assistant GENERAL DESCRIPTION: The Financial Assistant strengthens the client relationship through excellent service and proactive communication.It is a client-facing role serving as...
Event: Leaving a Legacy with Wealth Transfer Planning 9/16
Leaving a Legacy with Wealth Transfer Planning Join us on Wednesday, September 16, for this complimentary event, where Storen's Investment Team and Financial Wellness Director, Lisa Kellum, will explore the key considerations of wealth transfer planning and leaving a...
Business Services: A Strategic Partnership
Your Business Deserves the Best At Storen Financial, we believe the best business decisions come from ongoing relationships, not last-minute conversations. We take the time to understand your business, your goals, and where you want to go so we can provide guidance...