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 Advisor
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 Advisor
Brian Biggs, CPA
Wealth Advisor,
Senior Tax Advisor
Lynn Prust
Client Relations Manager
Joseph Cavazos
Investment Advisor Representative
Dani Hussung
Financial Assistant
Jennifer Poirier
Financial Assistant
Matt Wilson
Portfolio Analyst
Troy Cookerly,
CPA, MSA, EA
Senior Tax Advisor
Kathryn Miller, CPA
Senior Tax Advisor
Now Hiring
Senior Tax Advisor
Jonah Edwards
Tax Advisor
Jon Eineman, CPA
Tax Advisor
Jessica Gentry, MSA
Tax Advisor
Penny Snyder
Senior Accounting Advisor
Kelli Sauser
Accounting Advisor
Kaleb Renner
Accounting Advisor
Lexy Lauer
Accounting Advisor
Meggan Kane
Business Advisory Specialist
Rob Dukes, MBA
Finance & Facility Manager
Amy White
Senior Technical Advisor
William Wentworth
Technology Specialist
Ruth Hoffman
Medicare Benefits Specialist
Nicole McCoskey
Financial Wellness Specialist
Susan Arnold, MA Ed
Financial Wellness Analyst
Olivia Lashley
Communications Specialist
Sarah Newton
Marketing Specialist
Nicki Burns
Digital Document
Specialist
Rhissa Johnson
Scheduling Specialist
Vicky Hunt
Tax Administrator
Chandra Swift
Office Administrator
Jonelle Mohr
Administrative Assistant
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
LEARN MORE
Read the latest news and resources on our blog
Meet the Team – Jennifer Poirier
Jennifer Poirier Financial Assistant More information coming soon. Stay tuned! Click here to learn more about the other Storen Financial team members.
October 2026 Newsletter
Have you read our October 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 Storen...
Blog Content Library – 2026
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have any questions, please contact us. Click the title to access each blog. Financial Planning, Investments, & Personal Finance • Storen Financial...