Meet Our Team
We are a team of dedicated professionals, committed to delivering expert financial services with personalized customer attention. We invite you to contact us directly and look forward to working with you.
Greg Storen, MBA
President / CEO,
Advisory Services Director
Kim Storen, EA
Senior Tax Accountant
Debbi Kuller
Chief Operating Officer
Erika Lewis
Business Services Director
Chelsea Brown
Tax Operations Director
Erika McCloud
Communications & Operations DirectorÂ
Rob Dukes, MBA
Finance & Facility Manager
Amy White
Technology Manager
Lynn Prust
Client Relations Manager
Kaylee Kriese
Communications Specialist
Lisa Kellum, MSW, LCSW, MBA
Financial Wellness Advisor
Ronnie Jackson, CFA®
Financial Advisor
Kiran Sharma
Financial Advisor,
Tax Accountant
Alex Kiritschenko, EA
Financial Advisor,
Senior Tax Accountant
Brian Biggs, CPA
Financial Advisor,
Senior Tax Accountant
Kathryn Miller, CPA
Senior Tax Accountant
Now Hiring
Senior Tax Accountant
Troy Cookerly,
MSA, EA
Tax AccountantÂ
Jonah Edwards
Tax Accountant
Christie Crockett, MBA, EA
Tax Accountant
Matt Wilson
Portfolio Analyst Assistant
Dani Hussung
Financial Assistant
Joseph Cavazos
Financial Assistant
Laura Barahona
Financial Assistant
Penny Snyder
Business Accountant
Jessica Gentry, MSA
Business Accountant
Kelli Sauser
Business Accountant
Meggan Kane
Business Advisory Specialist
Martha Medlen, AFSP
Tax Preparer
William Wentworth
Technology Specialist
Nicki Burns
Digital Document
Specialist
Ruth Hoffman
Medicare Benefits Specialist
Susan Arnold, MA Ed
Tax Administrator
Vicky Hunt
Tax Administrator
Rhissa Johnson
Scheduling Specialist
Chandra Swift
Administrative Assistant
Jonelle Mohr
Administrative Assistant
Alana Evans
Administrative Assistant
How can we help?
At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.
LEARN MORE
Read the latest news and resources on our blog
Tax Forms
Below are forms and resources for tax-related services. If you have any questions about anything at all, please give us a call. Click the links to access these forms to download or complete in your browser. Yearly Tax Preparation Forms New Client Onboarding Forms...
November 2025 Newsletter
Have you read our November Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...
October 2025 Team Day Recap
Unlocking Fun and Effective Solutions Together What an exciting day it was for the Storen Financial team as we gathered for our all-team meeting! The atmosphere buzzed with energy as team leaders from Investment, Tax, Business Services, and Communications &...