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 Accountant
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 Accountant
Brian Biggs, CPA
Wealth Advisor,
Senior Tax Accountant
Lynn Prust
Client Relations Manager
Matt Wilson
Portfolio Analyst
Dani Hussung
Financial Assistant
Joseph Cavazos
Investment Advisor Representative
Troy Cookerly,
MSA, EA
Senior Tax AccountantÂ
Kathryn Miller, CPA
Senior Tax Accountant
Now Hiring
Senior Tax Accountant
Jonah Edwards
Tax Accountant
Now Hiring
Tax Accountant
Now Hiring
Tax Accountant
Jessica Gentry, MSA
Business Tax Accountant
Penny Snyder
Senior Business Accountant
Kelli Sauser
Business Accountant
Kaleb Renner
Business Accountant
Lexy Lauer
Business Accountant
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
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.
LEARN MORE
Read the latest news and resources on our blog
A Guide for Heirs: Planning for Inheritance
Managing an Inheritance: What to Do With What You've Been Given Receiving an inheritance often happens during one of the hardest seasons of life. The financial decisions that follow can feel overwhelming — and the pressure to act quickly can lead to choices you'll...
Event: Medicare Masterclass: Everything You Need to Know 10/13
Learn about Medicare and more at this educational event! Join us for this in-person event on October 13th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment guidelines, and address questions you...
Blog Content Library – 2026
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have any questions, please contact us. Click the title to access each blog. Financial Planning, Investments, & Personal Finance • Storen Financial...