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...
by the Storen Team | Aug 1, 2021 | Meet the Team
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...
by the Storen Team | Jun 1, 2020 | Meet the Team
Erika Lewis Business Services Director Erika joined the Storen Financial team in 2020, having spent the previous 14 years working in the non-profit sector. Before that, she spent 8 years in business and IT consulting. Erika has a passion for advising business owners...
by the Storen Team | Jun 1, 2020 | Meet the Team
Martha Medlen, AFSP Tax Preparer Martha is a seasoned tax professional who joined Storen Financial in 2017 after honing her skills at tax school and several years of hands-on experience in tax preparation. As an IRS annual seasonal tax preparer, she specializes in...
by the Storen Team | Jan 5, 2020 | Meet the Team
Matt Wilson Portfolio Analyst Matt became a valued member of the Storen Financial team in 2019, bringing a wealth of expertise in finance. Matt plays a pivotal role in fostering strong client relationships and delivering tailored financial solutions. His passion for...
by the Storen Team | Jan 5, 2020 | Meet the Team
Laura Barahona Chief Compliance Officer Laura joined Storen Financial in 2019 and brings more than 25 years of invaluable experience in financial services. She attended Florida Gulf Coast University and specializes in compliance, operations, and technology, equipping...