by the Storen Team | Sep 1, 2022 | Meet the Team
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...
by the Storen Team | Jun 1, 2022 | Meet the Team
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...
by the Storen Team | May 31, 2022 | Meet the Team
Jessica Gentry, MSA Business Accountant QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Jessica first came to Storen Financial in 2010 as part of the Administrative team, working through several tax seasons. In 2008,...
by the Storen Team | Dec 1, 2021 | Meet the Team
Penny Snyder Business Accountant QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Penny joined the Storen Financial team in December 2021. She works in the Business Services department, helping clients with their accounting,...
by the Storen Team | Dec 1, 2021 | Meet the Team
Nicki Burns Digital Document Specialist Nicki joined the Storen Financial team in 2021, and she manages our clients’ digital experience, from setting up our clients’ secure portals to organizing uploaded documents to gathering digital signatures. She enjoys helping...
by the Storen Team | Dec 1, 2021 | Meet the Team
Joseph Cavazos Financial Assistant After graduating from Ball State University in 2019, Joseph began his career in finance as a service professional, helping retail clients with their investments. After obtaining his SIE, Joseph joined Storen Financial in 2021. Some...
