by the Storen Team | May 8, 2025 | Team News
We just keep ROLLING with it at Storen! After flying through the busy tax season, the whole Storen Financial team celebrated some light-hearted competition that was right down our lane at Pins Mechanical Company. With almost 3,500 returns completed this year, we took...
by the Storen Team | May 7, 2025 | Financial Planning, Resources, Retirement
Selecting a Trusted Financial Services Partner Financial decisions are oftentimes complex and overwhelming. It’s no secret that a knowledgeable advisor can help by simplifying tax rules and outlining investment strategies that support your financial goals. But when it...
by the Storen Team | May 6, 2025 | Team News, Updates
Our 2025 Seasonal Employees Recap Their Storen Financial Experiences Each year, Storen Financial hires multiple seasonal employees to help us deliver an exceptional tax season. Alana and Courtney were just two of the amazing seasonal admin workers we couldn’t...
by the Storen Team | May 5, 2025 | Data Security, Resources, Videos
VIDEO: Click here to watch on YouTube. Technology Manager, Amy White, shares how to create secure passwords. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...
by the Storen Team | May 2, 2025 | Businesses, Events, Resources, Resources for Businesses
Strengthen Your Arsenal of Business Resources with This Educational Event Join us for this complimentary event, which is the perfect small-group format to explore topics crucial to equipping business owners for success. Our Business Services Director, Erika Lewis,...
by the Storen Team | Apr 30, 2025 | Financial Planning, Resources, Retirement
Advisor Diversification Leads to Disjointed Investment Strategy “’Don’t put all of your eggs in one basket’ has become a cliché when it comes to investing, so it’s not surprising that this mantra often extends to the financial advisor decision. Unfortunately,...
by the Storen Team | Apr 29, 2025 | Newsletters
Have you read our April 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...
by the Storen Team | Apr 25, 2025 | Meet the Team
Alana Evans Administrative Assistant Alana joined Storen Financial in 2025 as an Administrative Assistant after helping as a seasonal staff member. She focuses on supporting the Tax, Business Services, and Administrative teams with tax preparation, data entry, and...
by the Storen Team | Apr 25, 2025 | Meet the Team
Kelli Sauser Business Accountant Kelli joined the Business Services team at Storen Financial in April 2025 after spending over thirty years leading the accounting functions at various small to mid-sized companies. She has held previous pivotal career roles, including...
by the Storen Team | Apr 9, 2025 | Financial Planning, Resources, Retirement, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, and Financial Assistant, Joseph Cavazos, walk you through our Young Professionals consultation process. Join us as Kiran and Joseph walk you through how easy it is to get started with our Young...
