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.
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Read the latest news and resources on our blog
October 2025 Newsletter
Have you read our October 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 Storen...
Video: Why is it important to start Social Security Planning?
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, walks you through the importance of planning for Social Security. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...
Use Net Worth to Benchmark Your Budgeting Progress
Create a Budget that Prioritizes Your Goals Whether you started a new job and have a much larger income now or you’re lost in the mix of heavy expenses and have no clue what you’re spending (but you’re pretty sure it’s too much), we’ve all had the rude awakening of...