Meet the Team – Chandra Swift

Chandra Swift Administrative Assistant Chandra joined the Storen Financial team in September 2023 and has quickly established herself as an invaluable member of our organization. She is usually the first smile you see when you step into our office, and she looks...

Meet the Team – Christie Crockett

Christie Crockett, MBA, EA Tax Accountant Christie became a valued member of the Storen Financial team in December 2022, embarking on a new journey after a distinguished 34-year career in the pharmaceutical industry. Transitioning into the world of taxes, she brings a...

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 quickly made a significant impact, having transitioned into the role of Tax Operations Director. In this vital position, she is...

Meet the Team – Kaylee Kriese

Kaylee Kriese Communications Specialist Kaylee joined the Storen Financial team in September 2022, where she specializes in the creation of compelling content across various platforms, including blogs, newsletters, videos, social media, and other marketing...

Meet the Team – Kiran Sharma

Kiran Sharma Partner, Wealth Advisor With over eighteen years of experience in the financial industry, Kiran’s objective at Storen Financial is to advise on comprehensive financial planning that integrates investment management, retirement, and legacy planning...

Meet the Team – Jonelle Mohr

Jonelle Mohr Administrative Assistant Jonelle has been a valued member of the Storen Financial family for over nine tax seasons. She is involved in preparing tax documents and returns, assisting clients, and working on special projects throughout the year. Her primary...