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.
LEARN MORE
Read the latest news and resources on our blog
Now Hiring – Administrative & Tax Operations Intern
To apply: Please email your resume and a brief cover letter outlining your career goals to Storen@storenfinancial.com. Administrative & Tax Operations Intern Are you looking to gain hands-on, real-world business experience during the busiest time of the...
Now Hiring – Tax Administrator (Seasonal)
To apply: Please email your resume to Storen@storenfinancial.com. Tax Administrator (Seasonal) We are seeking a highly motivated, detail-oriented, and outgoing Seasonal Administrative Staff member to join our team for the upcoming tax season. In this role, you...
Now Hiring – Appointment Scheduler (Seasonal)
To apply: Please email your resume to Storen@storenfinancial.com. Appointment Scheduler (Seasonal) We are seeking a professional, high-energy Seasonal Appointment Scheduler to join our team for the peak tax season. As the primary point of contact, you will...