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, AFSP
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
March 2025 Newsletter
Have you read our March 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...
Prepare for Retirement by Understanding Tax Exposure
Evaluating Your Tax Exposure and Plans for Distribution It’s imperative that you’re prepared for the phase of life when you start implementing your retirement plan and utilizing the income you’ve accrued. In the distribution phase, you’ll no longer have a steady...
Our Cybersecurity Data Protection Checklist
Safeguard Your Digital World with these Tips With the growing barrage of clever tactics that fraudsters use to gain access to your personal information, many people feel they are defenseless against cyber attacks. For that reason, we’ve created a checklist of easy...