Meet the Team – William Wentworth

William Wentworth Technology Specialist William joined our team in January of 2025 as a Technology Specialist, where he assists in managing the company’s technology stack. This includes overseeing the VoIP phone system, printers, scanners, software installations, and...

Meet the Team – Troy Cookerly

Troy Cookerly, CPA, MSA, EA Senior Tax Advisor QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Troy graduated in 2005 from Asbury University with a Bachelor’s degree in Theology. Following his graduation, he dedicated several...

Meet the Team – Ronnie Jackson

Ronnie Jackson, CFA® Partner, Wealth Advisor Ronnie joined the team in 2024 after having worked closely with the office for many years as a vendor partner. He seized the opportunity to return to his roots as a financial planner and wealth manager. Originally from...

Meet the Team – Kathryn Miller

Kathryn Miller, CPA Senior Tax Advisor QuickBooks Online Certified ProAdvisor  Kathryn joined the Storen Financial team in 2023, bringing with her a solid foundation in accounting and financial management. Hailing from Valparaiso in “The Region,” she earned her...

Meet the Team – Chandra Swift

Chandra Swift Office Administrator 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 forward...

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...