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 Accountant 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 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...