Greg Storen, MBA
President/ CEO, Advisory Services Director
As owner of Storen Financial, Greg oversees firm operations. He 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 he’s a Master Elite IRA Member. This knowledge along with Greg’s tax experience is crucial for assisting clients during the distribution phase of retirement. Greg prides himself on assisting clients in keeping as much of their hard-earned retirement as possible using 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.
Click here to check the background of investment professionals associated with this site on FINRA’s Broker Check.