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
Christie Crockett, MBA, EA
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
Now Hiring
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.
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Read the latest news and resources on our blog
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...
Meet the Team – Zack Tarr
Zack Tarr Technology Operations Manager Zack Tarr joined the Storen Financial technology team in July 2026. In his role, he manages technology initiatives to create a better experience for both clients and team members. He works closely with departments across the...
July 2026 Newsletter
Have you read our July 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...