Greg Storen, MBA
President/ CEO, Advisory Services Director
As owner of Storen Financial, Greg is responsible for overseeing all firm operations. He obtained a Bachelor of Science in Finance and Management from Ball State University, followed by a MBA from Butler University. He has worked in the financial sector since his youth and opened his own practice in 1999 with wife Kim Storen.
Greg studies under the guidance of IRA expert Ed Slott, CPA, and holds the designation of Master Elite IRA Member. This expertise, coupled with his substantial knowledge of tax strategies, is instrumental in assisting clients throughout the distribution phase of their retirement. He is committed to helping clients preserve as much of their hard-earned retirement assets as possible by employing effective tax-saving distribution strategies.
Greg’s designations held through LPL Financial include: MBA, Series 6, 7, 63 & 65, State Life & Health Insurance and Indiana Long-term Care Insurance Licenses.
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