Greg Storen, MBA
President/ CEO, Advisory Services Director
As the owner of Storen Financial, Greg plays a pivotal role in steering the firm’s operations and strategic direction. With a passion for finance that developed early in his life, Greg has accumulated extensive experience in the financial sector over the years. In 1999, he and his wife, Kim Storen, took a bold step by launching his own practice. Together, they have built a reputable firm dedicated to providing exceptional financial services, reflecting their shared commitment to their clients’ financial well-being.
Greg earned a Bachelor of Science in Finance and Management from Ball State University, followed by a MBA from Butler University. He also currently 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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