by the Storen Team | Sep 1, 2022 | Meet the Team
Kiran Sharma Partner, Wealth Advisor With over 18 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 planning, and legacy planning with...
by the Storen Team | Jun 1, 2022 | Meet the Team
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...
by the Storen Team | May 31, 2022 | Meet the Team
Jessica Gentry, MSA Tax Advisor QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Jessica first came to Storen Financial in 2010 as key part of the Administrative team, effectively navigating several tax seasons with...
by the Storen Team | Dec 1, 2021 | Meet the Team
Penny Snyder Senior Accounting Advisor QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Penny Snyder is a notary with 25 years of dedicated experience in bookkeeping and taxes. She worked with the same company for 16 years...
by the Storen Team | Dec 1, 2021 | Meet the Team
Nicki Burns Digital Document Specialist Nicki became a vital member of the Storen Financial team in 2021, where she expertly orchestrates our clients’ digital experiences. From meticulously setting up secure portals to organizing uploaded documents with precision and...
by the Storen Team | Dec 1, 2021 | Meet the Team
Joseph Cavazos Investment Advisor Representative Joseph graduated from Ball State University in 2019 and began his career in finance as a retail investment service professional. After earning his SIE credential, he joined Storen Financial in 2021. Today, he plays a...
