Greg Storen, MBA
Advisory Services Director, Senior Tax Professional
As owner of Storen Financial, Greg oversees firm operations. Greg obtained a Bachelor of Science in Finance and Management from Ball State University and 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 with IRA Guru Ed Slott, CPA and is a Master Elite IRA Member. This knowledge along with Greg’s tax experience is crucial with assisting clients during their distribution phase of retirement. Greg prides himself on assisting client’s with keeping as much of their hard earned retirement as possible with tax savings distributions 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.
Click here to check the background of investment professionals associated with this site on FINRA’s Broker Check.