by the Storen Team | Dec 1, 2021 | Meet the Team
Penny Snyder Senior Business Accountant QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Penny joined the Storen Financial team in December 2021 and has a variety of significant roles in our team. She works in the Business...
by the Storen Team | Dec 1, 2021 | Meet the Team
Nicki Burns Digital Document Specialist Nicki became a vital member of the Storen Financial team in 2021, where she expertly orchestrates our clients’ digital experiences. From meticulously setting up secure portals to organizing uploaded documents with precision and...
by the Storen Team | Dec 1, 2021 | Meet the Team
Joseph Cavazos Financial Assistant After graduating from Ball State University in 2019, Joseph began his career in finance as a service professional, helping retail clients with their investments. After obtaining his SIE, Joseph joined Storen Financial in 2021 and...
by the Storen Team | Nov 18, 2021 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of...
by the Storen Team | Nov 7, 2021 | Financial Planning, Resources, Retirement
Here is a list of items to keep in mind as the year winds down It may seem early for year-end financial planning but don’t procrastinate on planning ideas. Investors need to give themselves and their advisor time to consider if an idea would be helpful and then have...
