Meet the Team – Vicky Hunt

Vicky Hunt Tax Administrator Vicky joined the Storen Financial team in 2009 to provide seasonal support and currently serves as a part-time tax administrator. In this role, she bolsters our internal processes through a range of administrative responsibilities and...

Meet the Team – Lisa Kellum

Lisa Kellum, MSW, LCSW, CFSW, MBA, CDMM Financial Wellness Director Lisa Kellum is a dynamic and accomplished Financial Wellness Advisor, joining the Storen Financial team in 2025. In her current role, she focuses on empowering clients to achieve financial stability...

Meet the Team – Jonah Edwards

Jonah Edwards Tax Accountant Jonah joined the Storen Financial team in 2025, where he primarily assists in the preparation and review of tax returns, as well as supporting tax projections and planning for clients. He obtained a degree in Business Administration in...

How to Use Our Secure Lockbox

A convenient option for your schedule. Our lockboxes offer an easy way for you to send us your documents securely during or after hours. For your convenience, we have lockboxes located in Brownsburg and at our Zionsville office. These lockboxes are checked by a Storen...

Tax Pricing

This information is intended to be a resource for those interested in our tax services and serve as a ballpark estimate. Each client has unique circumstances and we customize each plan to meet your specific needs. Please contact us directly for a specific quote. Click...

Are Your Beneficiaries Up to Date?

Determine Who Will Receive Your Money “Designating beneficiaries on your investment accounts can easily slip to the bottom of your to-do list. But this task shouldn’t be forgotten. It can help protect a sizeable portion of your estate and ensure that your assets go to...

September 2025 Newsletter

Have you read our September 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...