Meet the Team – Chandra Swift

Chandra Swift Administrative Assistant Chandra joined the Storen Financial team in September 2023. She is usually the first smile you see when you step into our office, and she looks forward to assisting you. She enjoys interacting with our clients on a daily basis...

Meet the Team – Christie Crockett

Christie Crockett, MBA, AFSP Tax Accountant Christie joined the Storen Financial team in December 2022. After a 34-year career in the pharmaceutical industry, she started a second career in taxes. She has prepared tax returns for individuals since 2015 and holds the...

Meet the Team – Chelsea Brown

Chelsea Brown Tax Operations Director Chelsea joined the Storen Financial team in October 2022 as the Administrative Manager and has since transitioned to the Tax Operations Director. She loves working with people and is always excited to provide personalized care to...

Meet the Team – Kaylee Kriese

Kaylee Kriese Communications Specialist Kaylee joined the Storen Financial team in September 2022, and she focuses on creating compelling content through blogs, newsletters, videos, social media, and other marketing projects. Kaylee also contributes to the Storen...

Meet the Team – Kiran Sharma

Kiran Sharma Financial Advisor, Tax Accountant With over eighteen years of experience in the financial industry, Kiran has had many roles within local Credit Unions and Regional Banks, including Registered Investment Representative Banker, Registered Investment...

Meet the Team – Jonelle Mohr

Jonelle Mohr Administrative Assistant Jonelle has been part of the Storen Financial family for over 9 tax seasons, and now she helps prepare tax documents and returns, assists clients, and works on special projects throughout the year. Her goal is to make the whole...