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
Managing Partner / CEO,
Advisory Services Director
Kim Storen, EA
Senior Tax Advisor
Debbi Kuller
Chief Operating Officer
Laura Barahona
Chief Compliance Officer
Erika Lewis
Business Services Director
Chelsea Brown
Tax Operations Director
Lisa Kellum, MSW, CFSW, MBA, CDMM
Financial Wellness Director
Erika McCloud
Communications & Operations DirectorÂ
Ronnie Jackson, CFA®
Partner, Wealth Advisor
Kiran Sharma
Partner, Wealth Advisor
Alex Kiritschenko, EA
Partner, Wealth Advisor, Senior Tax Advisor
Brian Biggs, CPA
Wealth Advisor,
Senior Tax Advisor
Lynn Prust
Client Relations Manager
Joseph Cavazos
Investment Advisor Representative
Dani Hussung
Financial Assistant
Now Hiring
Financial Assistant
Matt Wilson
Portfolio Analyst
Troy Cookerly,
CPA, MSA, EA
Senior Tax Advisor
Kathryn Miller, CPA
Senior Tax Advisor
Now Hiring
Senior Tax Advisor
Jonah Edwards
Tax Advisor
Jon Eineman, CPA
Tax Advisor
Jessica Gentry, MSA
Tax Advisor
Penny Snyder
Senior Accounting Advisor
Kelli Sauser
Accounting Advisor
Kaleb Renner
Accounting Advisor
Lexy Lauer
Accounting Advisor
Meggan Kane
Business Advisory Specialist
Rob Dukes, MBA
Finance & Facility Manager
Zack Tarr
Technology Operations Manager
Amy White
Senior Technical Advisor
William Wentworth
Technology Specialist
Nicole McCoskey
Financial Wellness Specialist
Ruth Hoffman
Medicare Benefits Specialist
Olivia Lashley
Communications Specialist
Sarah Newton
Marketing Specialist
Nicki Burns
Digital Document
Specialist
Rhissa Johnson
Scheduling Specialist
Susan Arnold, MA Ed
Tax Administrator
Vicky Hunt
Tax Administrator
Chandra Swift
Office Administrator
Jonelle Mohr
Administrative Assistant
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
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Read the latest news and resources on our blog
Event: Year-End Best Practices for Businesses 11/12
Finalizing Year-End Processes for Your Business Join us for this in-person business-owner-focused event on November 12th, to uncover the financial, tax, and planning items you should have on your radar now – so you can take action before the year is over! Erika Lewis,...
Case Study: Managing Concentration Risk
**The example below is a hypothetical illustration based on composite, real-life situations and does not describe an actual client. Names, amounts, and circumstances have been changed for illustrative purposes. Results will vary based on individual circumstances....
Guiding the Aging Journey: Proud to Serve as Educational Partners for ‘Your Silver Journey’
Our Financial Wellness team is joining forces with local experts to bring vital education, resources, and crisis-prevention strategies to seniors and caregivers! As part of our commitment to providing valuable resources to our community, our team has proudly partnered...