Storen Financial

Joseph Cavazos is a financial advisor at Storen Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab and LPL Financial. Cavazos is also involved with Simplicity Investments, where he serves as a registered representative in a broker-dealer capacity. Storen Legacy Partners, LLC offers portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm utilizes both discretionary and non-discretionary investment management, combining in-house oversight with access to third-party managers and model programs.

Greg Storen is a financial advisor with Storen Financial in Zionsville, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, Brass Tax Wealth Management, and Invest Financial Corporation. In addition to advisory work, he is involved in tax preparation and CPA services through his own tax and financial group. Storen Legacy Partners, LLC, where he is a managing member, provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm combines in-house portfolio oversight with third-party manager selection and discretionary authority to tailor investment strategies across public and private securities.

Kiran Sharma is a financial advisor with Storen Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Storen Financial, Sharma worked at The Huntington Investment Company and LPL Financial. In addition to advisory services, Sharma is involved in tax preparation and accounting through Storen Financial. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm offers both discretionary and non-discretionary management, combining in-house oversight with third-party managers and a TAMP arrangement to manage and monitor client portfolios.

Ronnie Jackson is a CFA® charterholder and Series 63 licensee with 13 years of industry experience. He is currently affiliated with Storen Financial and Storen Legacy Partners, LLC in Zionsville, IN. His prior experience includes roles at Allianz Life Financial Services, Ameriprise Financial Services, LPL Financial, and Brass Tax Wealth Management. Jackson serves on the finance committee of the Zionsville Parks Foundation. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm combines in-house portfolio oversight with access to third-party managers and retains authority over manager selection and monitoring, delivering both discretionary and non-discretionary investment management.

Alexander Kiritschenko is a financial advisor at Storen Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brass Tax Wealth Management, LPL Financial, and OneAmerica Securities. Outside of finance, he owns and operates a graffiti removal business. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm employs both discretionary and non-discretionary investment management and integrates in-house oversight with third-party manager selection and monitoring.

James Biggs is a financial advisor at Storen Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and INVEST Financial Corporation. He is also involved with Storen Legacy Partners, LLC and Simplicity Investments. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm uses a combination of in-house portfolio oversight and third-party managers, offering both discretionary and non-discretionary investment management across public and private securities.