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
Rob Dukes, MBA
Finance & Facility Manager
Lynn Prust
Client Relations Manager
Amy White
Technology Manager
Ronnie Jackson, CFA®
Partner, Wealth Advisor
Kiran Sharma
Partner, Wealth Advisor
Alex Kiritschenko, EA
Partner, Wealth Advisor
Brian Biggs, CPA
Wealth Advisor,
Senior Tax Accountant
Now Hiring
Senior Tax Accountant
Kathryn Miller, CPA
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
Investment Advisor Representative
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
Martha Medlen, AFSP
Tax Preparer
Susan Arnold, MA Ed
Tax Administrator
Vicky Hunt
Tax Administrator
William Wentworth
Technology Specialist
Olivia Lashley
Communications Specialist
Sarah Newton
Marketing Specialist
Nicki Burns
Digital Document
Specialist
Ruth Hoffman
Medicare Benefits Specialist
Rhissa Johnson
Scheduling Specialist
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
Optimize Trump Accounts for Your Children Now
What are Trump Accounts? Trump Accounts, established under the One Big Beautiful Bill Act, are new savings accounts for children currently under the age of 18 years old. These accounts are scheduled to become available for opening in July 2026. What kinds of...
Event: Join us for Shred Day June 6th
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud to...
Event: The Power of Roth Conversions – May 19
Learn More: How do Roth conversions fit into your long-term tax strategy? Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in...