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 Business Tax Accountant 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...
by the Storen Team | Dec 1, 2021 | Meet the Team
Penny Snyder Senior Business Accountant QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Penny joined the Storen Financial team in December 2021 and has a variety of significant roles in our team. She works in the Business...
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 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...
