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 Director
Rob Dukes
Finance & Facility Manager
Amy White
Technology Manager
Lynn Prust
Client Relations Manager
Kaylee Kriese
Communications Specialist
Nicki Burns
Digital Document
Specialist
Ronnie Jackson, CFA®
Financial Advisor
Kiran Sharma
Financial Advisor,
Tax Accountant
Brian Biggs, CPA
Financial Advisor,
Senior Tax Accountant
Alex Kiritschenko, EA
Financial Advisor,
Senior Tax Accountant
Kathryn Miller, CPA
Senior Tax Accountant
Ierma Clark, CPA
Senior Tax Accountant
Now Hiring
Senior Tax Accountant
Troy Cookerly, MSA
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
Now Hiring
Business Accountant
Meggan Kane
Business Advisory Specialist
Martha Medlen, AFSP
Tax Preparer
William Wentworth
Technology Specialist
Ruth Hoffman
Medicare Benefits Specialist
Rhissa Johnson
Scheduling Specialist
Susan Arnold, MA Ed
Administrative Assistant
Chandra Swift
Administrative Assistant
Jonelle Mohr
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.
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Read the latest news and resources on our blog
Video: How To Get Started With Our Young Professionals Program
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, and Financial Assistant, Joseph Cavazos, walk you through our Young Professionals consultation process. Join us as Financial Advisor, Kiran Sharma, and Financial Assistant, Joseph Cavazos, from...
A Business Tax Strategy That Can Benefit the Whole Family
Set Your Family Up for Success with Income Shifting Strategies For business owners, there are a variety of ways to reduce your tax liability, but it’s hard to know which of these strategies best apply to you. One such strategy that our Business Services team...
Event: The Trifecta of Tax Planning – May 22
Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on May 22nd, where Storen Financial's Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your...