by the Storen Team | Jan 1, 2020 | Meet the Team
Amy White Technology Manager Amy is a leading member of Storen Financial and drives our team’s foundational success by overseeing technical and security needs. Her special areas of focus include streamlining processes, managing workflows, and assessing technological...
by the Storen Team | Jan 1, 2020 | Meet the Team
Lynn Prust Client Relations Manager Lynn joined the firm in 2012 and is an integral part of the Advisory team. As the Client Relations Manager, Lynn serves as Storen Financial’s Ambassador and successfully keeps the lines of communication flowing while...
by the Storen Team | Jan 1, 2020 | Meet the Team
Rob Dukes, MBA Finance & Facility Manager QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Rob joined Storen Financial in 2017 as a college intern during a busy tax season, quickly demonstrating his commitment and...
by the Storen Team | Jan 1, 2020 | Meet the Team
Alex Kiritschenko, EA Partner, Wealth Advisor Alex has been a part of the Storen Financial team since 2007 and has over 20 years of professional experience working with employer-sponsored retirement plans. Alex focuses on partnering with business owners to create and...
by the Storen Team | Jan 1, 2020 | Meet the Team
Brian Biggs, CPA Wealth Advisor, Senior Tax Accountant Brian is a Certified Public Accountant (CPA) specializing in taxation services and has been with Storen Financial since 2009. Prior to working at Storen, Brian garnered diverse professional experience. He worked...
by the Storen Team | Jan 1, 2020 | Meet the Team
Kim Storen, EA Senior Tax Accountant Kim is a Senior Tax Accountant who specializes in helping small businesses with sales up to $10 million. With a keen understanding of the intricate ways taxes can influence various aspects of a business, she thrives on guiding...
by the Storen Team | Jan 1, 2020 | Meet the Team
Greg Storen, MBA Managing Partner / CEO, Advisory Services Director As the owner of Storen Financial, Greg plays a pivotal role in steering the firm’s operations and strategic direction. With a passion for finance that developed early in his life, Greg has accumulated...
by the Storen Team | Dec 19, 2019 | Financial Planning, Resources, Retirement
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Hi Everyone! We have been providing you updates throughout the year in regards to the SECURE ACT and possible retirement plan changes it may bring. Well, it appears the Act will be passed before...
by the Storen Team | Dec 10, 2019 | Businesses, Resources for Businesses, Retirement
In your business you wear many hats and managing your company’s retirement plan can be stressful and time consuming. However, as a fiduciary it is your responsibility to make sure the plan has the right mix of investments as well as ensuring the participants...
by the Storen Team | Dec 10, 2019 | Businesses, Resources for Businesses, Taxes
Common this time of year you will many want to reward your employees with a holiday bonus. This will recap how to remain compliant with the IRS and still be able to bring holiday cheer to your hard working employees. All cash bonuses are considered compensation, so...
