by the Storen Team | Jun 1, 2022 | Team News
“Racing through 2022!” The entire Storen Financial team gathered this month for a day filled with training and education as we incorporated the theme, “racing through 2022”. Members of our Investment team, Tax team and Business Services team, along with...
by the Storen Team | Jun 1, 2022 | Meet the Team
Jonelle Mohr Administrative Assistant Jonelle has been a valued member of the Storen Financial family for over nine tax seasons. She is involved in preparing tax documents and returns, assisting clients, and working on special projects throughout the year. Her primary...
by the Storen Team | May 31, 2022 | Meet the Team
Jessica Gentry, MSA Business Tax Accountant QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Jessica first came to Storen Financial in 2010 as key part of the Administrative team, effectively navigating several tax...
by the Storen Team | May 20, 2022 | Financial Planning, Resources, Retirement, Stock Market
“Here’s why a Roth individual retirement account conversion may pay off in a down market” Article from cnbc.com Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. But there may be a bright spot: the...
by the Storen Team | May 18, 2022 | Ed Slott, Education, Events, Financial Planning, Resources, Retirement, Videos
Over 425+ registered to learn from America’s IRA Expert, Ed Slott! What an amazing turnout and fantastic program! Not only did Ed provide some great information, but he kept us thoroughly entertained! We were happy to see so many clients and non-clients alike...
