Storen Financial SMS Terms and Conditions

Effective Date: 01/01/2025   Introduction By joining our SMS program provided by Storen Financial, you agree to receive recurring text messages (notifications, updates, and reminders) on the number you provide, under these Terms that adhere to TCPA (2025) and...

December 2024 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...

Meet the Team – Troy Cookerly

Troy Cookerly, MSA, EA Tax Accountant QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Troy graduated in 2005 from Asbury University with a Bachelor’s degree in Theology. Following his graduation, he dedicated several years to...