by the Storen Team | Jan 20, 2020 | Businesses, Resources for Businesses, Retirement
Happy New Year, I am excited about the future and look forward to all that the year can offer. The first quarter is often the time that we all have our personal finances at the top of mind. With new employer benefits taking effect for the year, as well as preparing...
by the Storen Team | Jan 20, 2020 | Community, Education, Events, Retirement
Join us for an in depth discussion with Greg Storen about the SECURE Act. Join us for an educational seminar on “The Secure Act” by Greg Storen, owner of Storen Financial. Greg is a Financial Advisor and Senior Tax Professional. This event is designed to inform you...
by the Storen Team | Jan 15, 2020 | Businesses, Resources for Businesses, Taxes
We want to bring to your attention new compliance requirements from the IRS for S-Corporation shareholders. The IRS will now begin to audit shareholder basis statements. In 2020, they will begin to send audit letters to all shareholders who do not attach a basis...
by the Storen Team | Jan 9, 2020 | Community, Events
Join us on January 21st! Take a tour of our new office and meet our neighbors! We are moved in and getting settled in our new Zionsville office space at 1120 West Oak Street. You have watched the progress over the past year move from dirt to the beautiful new building...
by the Storen Team | Jan 7, 2020 | Team News
The Storen Financial team gathered at our new Zionsville office last week to kick-off the new year and to celebrate our first quarter birthdays! Happy birthday to Rob, Greg, Linda, Vickie, Laura, Brian and Amy for January, February and March birthdays. Because we were...
by the Storen Team | Jan 5, 2020 | Meet the Team
Matt Wilson Portfolio Analyst Matt became a valued member of the Storen Financial team in 2019, bringing with him a wealth of expertise in the finance industry. Matt plays a pivotal role in fostering strong client relationships and delivering tailored financial...
by the Storen Team | Jan 5, 2020 | Meet the Team
Laura Barahona Chief Compliance Officer Laura joined Storen Financial in 2019 and brings more than 25 years of invaluable experience in financial services. She attended Florida Gulf Coast University and specializes in compliance, operations, and technology, equipping...
by the Storen Team | Jan 1, 2020 | Meet the Team
Rhissa Johnson Scheduling Specialist Rhissa is a proud graduate of Aurora High School and attended Indiana State University. After an impressive 35-year career in the corporate sector, she joined Storen Financial in 2016 as a seasonal employee, showcasing her...
by the Storen Team | Jan 1, 2020 | Meet the Team
Debbi Kuller Chief Operating Officer Debbi joined the Storen Financial team in 2019 and has since become an indispensable asset to our operations. Her expertise in process improvements, team development, and client relations is pivotal in delivering an exceptional...
by the Storen Team | Jan 1, 2020 | Meet the Team
Ruth Hoffman Medicare Benefits Specialist Ruth joined our team in 2019 as a Medicare Benefits Specialist. With more than 20 years of expertise in the Medicare sector, Ruth has been dedicated to serving healthcare insurance clients aged 65 and older since 2006. She is...
