Looking for more news / blogs? CLICK HERE to go back to the main blog page.

We are so grateful for the many referrals we receive from satisfied clients, as it is the highest form of a compliment and trust in what we do to serve you.

A huge thank you goes out to client and Top Referrer for the 2019 tax season, Lisa Kellum. Lisa shared her testimony about why she frequently refers family, friends and clients to Storen Financial.

“As a financial advocate, it is important to me to find trusted and knowledgeable local resources for tax filing and other financial solutions. Storen Financial has proven to be that solution for my personal and business tax filing needs. Kim provided guidance and education to me on how best to structure my small business, saving me money and putting my mind at ease.

I’ve referred many colleagues and clients to Storen with confidence that they will also receive high quality professional services. As they have served my clients, I have had the opportunity to get to know several members of the team. They have all provided top notch services, from phone and front desk reception through handling tax matters. I highly recommend Storen as trusted experts to meet your accounting needs.”

Lisa Kellum
President & Personal Financial Advocate of Financial Wellness Associates LLC

Click here to learn more about our referral program. 


Blog by Debbi Kuller – Business Development Manager

Learn more about Debbi and the rest of the Storen Financial team here.