by the Storen Team | May 18, 2023 | Ed Slott, Education, Financial Planning, Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Greg Storen, President and Advisory Services Director of Storen Financial, completed his...
by the Storen Team | May 3, 2023 | Team News
We survived tax season! After completing well over 3,000 returns this tax season, our team celebrated everyone’s hard work with a little friendly competition! The whole Storen Financial team came together for a fun evening at Lions Club Clubhouse. We had a blast...
by the Storen Team | Apr 4, 2023 | Storen Interns, Team News, Updates
Our 2023 spring intern recaps his Storen Financial experience. Each year Storen Financial hosts multiple interns in many different roles within our organization. Gavin joined our team for the spring of 2023. Here’s his story… Gavin Tribble Butler...
by the Storen Team | Mar 2, 2023 | Team News
Congratulations to Senior Tax Accountant, Alex Kiritschenko and Tax Accountant, Jack Adair! We’d like to take a moment to congratulate Alex on passing all 3 of the exams for the Enrolled Agent certification and Jack on passing all 4 sections of the Uniform CPA...
by the Storen Team | Dec 7, 2022 | Team News
A day filled with learning, fun, and flashing lights It’s that time of year again! The entire Storen Financial team gathered for a day of training and education. Our Investment, Tax, Business Services, Admin, HR, Technology, and Communications teams presented updates...
by the Storen Team | Oct 26, 2022 | Community, Resources, Team News, Videos
VIDEO: Click here to watch on YouTube. We’re excited to share our new welcome video! We’re excited to share our new welcome video and give you a look inside Storen Financial. Learn more about our team approach and core values. Follow along with the...
