by the Storen Team | Mar 1, 2026 | Forms
Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions...
by the Storen Team | Mar 1, 2026 | Meet the Team
Sarah Newton Marketing Specialist Sarah joined Storen Financial in March 2026, bringing a visual mind and a background in Merchandising from Indiana University (Go Hoosiers!). With experience in marketing leadership and freelance brand strategy, she specializes in...
by the Storen Team | Mar 1, 2026 | Meet the Team
Olivia Lashley Communications Specialist Olivia joined the Storen Financial team in March 2026 as a Communications Specialist, where she plays a key role in guiding prospective and new clients through the onboarding process. She manages incoming inquiries across...
by the Storen Team | Mar 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Senior Tax Advisor GENERAL DESCRIPTION: Join a collaborative, client-focused team, where tax expertise goes beyond compliance and becomes a strategic advantage for our clients! Storen Financial...
by the Storen Team | Mar 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Tax Accountant GENERAL DESCRIPTION: Join a collaborative, client-focused team, where tax expertise goes beyond compliance and becomes a strategic advantage for our clients! Storen Financial is a...
by the Storen Team | Feb 26, 2026 | Newsletters
Have you read our February 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...
by the Storen Team | Feb 11, 2026 | Businesses, Resources, Resources for Businesses, Taxes
Official Tax Season Launch for Storen Financial The Storen Financial team has been working hard and gearing up for tax season. Chelsea Brown, Tax Operations Director, and Kim Storen, Senior Tax Accountant, led a two-day training session for our team of professionals....
by the Storen Team | Feb 10, 2026 | Education, Events, Financial Planning
Are you prepared for an emergency or death? Having an organized plan when an emergency strikes can ease the burden for grieving family members and enable them to handle your affairs the way you intended. A family binder can be used to keep track of information,...
by the Storen Team | Feb 4, 2026 | Businesses, Community, Education, Events, Financial Fitness, Financial Planning, Resources, Resources for Businesses, Retirement, Taxes, Young Professionals
Do you have the tools you need for financial success this year? Our goal is to provide a variety of educational events for our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you...
by the Storen Team | Jan 28, 2026 | Businesses, Resources for Businesses
Three Topics Real Estate Agents Should Consult a Professional About Are you a realtor whose business has taken off? Perhaps you’ve become the professional who helps others find their dream homes. Now, you’re presented with the challenge of managing a rapidly...
