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...

Meet the Team – Jessica Gentry

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...

Meet the Team – Penny Snyder

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...

Meet the Team – Nicki Burns

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...

Meet the Team – Joseph Cavazos

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...

Meet the Team – Erika McCloud

Erika McCloud Communications & Operations Director Erika joined Storen Financial full-time in 2021 following three years of collaboration as our external marketing consultant. With over two decades of experience in marketing and communications, she now leads the...