Stoker Ostler Wealth Advisors
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Stoker Ostler Wealth Advisors Employees
Miller Russell Associates June 2014 - Present
Stoker Ostler Wealth Advisors January 2011 - June 2014
Stoker Ostler Wealth Advisors November 2007 - January 2011
Skills
Portfolio Management, Investments, Equities, Wealth Management, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Mutual Funds, Financial Analysis, Asset Allocation, Valuation
Education
Arizona State University 2005 — 2007
Bachelor's degree, Economics
Paradise Valley Community College 2003 — 2005
Associate's degree, Business/Managerial Economics
Stoker Ostler Wealth Advisors February 1998 - Present
American Express Financial Advisors May 1997 - February 1998
Skills
Investments, Strategic Financial..., Financial Advisory, Finance, Portfolio Management, Strategy, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Mutual Funds, Financial Modeling, Management
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA
College for Financial Planning 2000 — 2006
CFP, Certified Financial Planner
Idaho State University 1993 — 1997
B.B.A, Finace
Pregnancy Resource Clinic of Arizona September 2013 - Present
Pregnancy Resource Clinic September 2013 - Present
Stoker Ostler Wealth Advisors September 2012 - February 2013
Skills
Microsoft Word, Healthcare Management, Clinical Research, Healthcare, Cpr Certified, PowerPoint, Data Entry, Medical Terminology, BLS, EKG, Hospitals, Patient Safety, Radiology, Ultrasound, CPR Certified, EMR, Medical Imaging
Education
West Coast Ultrasound Institute 2009 — 2012
Associate of Science (A.S.), General Sonography
Chandler/Gilbert Community College
Stoker Ostler, a part of BMO Financial Group January 2011 - Present
Capital Investment Counsel, Inc. December 2009 - January 2011
Broadway National Bank December 2008 - December 2009
Stoker Ostler Wealth Advisors May 2005 - December 2008
DeGreen Financial, Inc. 2002 - 2005
Kanaly Trust Company 2001 - 2002
Balasa Dinverno & Foltz LLC May 2000 - August 2000
Skills
Private Wealth..., Financial Planning, Portfolio Management, Investment Advisory, Global Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Wealth Management..., Asset Allocation, Equities, Finance, Strategic Financial..., Alternative Investments, Asset Management, Investments, Investment Management, Personal Financial..., Financial Analysis, Mutual Funds
Education
Texas Tech University 2000 — 2001
MS, Personal Financial Planning
Texas Tech University 1995 — 1999
BBA, Finance
Self-employed June 2013 - Present
Stoker Ostler Wealth Advisors June 1997 - June 2013
Education
Brigham Young University 1987 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Commerce Trust Company 2015 - Present
BMO Private Bank 2012 - 2014
Stoker Ostler Wealth Advisors June 2008 - June 2012
Texas Tech University 2005 - 2008
Lee Financial Corporation 2007 - 2007
UMKC 2004 - 2004
Skills
Expert in women's..., Estate Planning, Wealth Management, Strategic Financial..., Financial Planners, Wealth, Financial Goals, Retirement Planning, Financial Advisory, Retirement, Financial Issues, Tax, Personal Financial..., Personal Finance, Financial Services, Finance, Asset Allocation, Financial Planning, Investments
Education
Texas Tech University 2005 — 2008
PhD, Personal Financial Planning
Kansas State University 2003 — 2004
M.S., Family Studies with an Emphasis in Family Financial Planning
Kansas State University 2001 — 2003
B.S., Human Ecology
Stoker Ostler Wealth Advisors January 2015 - Present
Net Worth Advisory Group May 2014 - December 2014
Global Financial Advisors January 2013 - December 2014
Johnson & Johnson June 2013 - January 2014
Provo Missionary Training Center August 2011 - May 2013
Skills
Bloomberg Terminal, Financial Modeling, Equity Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Economics, Valuation, Market Research, Investments, Strategic Financial..., Equity Research, Equities, Analysis, Data Analysis
Education
Brigham Young University 2008 — 2014
BS, Finance, General
Stoker Ostler Wealth Advisors July 2006 - Present
Stoker Ostler 2008 - 2015
Stoker Ostler 2008 - 2015
Stoker Ostler 2008 - 2015
AST Trust Company October 2005 - July 2006
Plante Moran Financial Advisors January 2000 - October 2005
Skills
Advent, Microsoft Excel, Microsoft Word, Operations Management, Investments, Risk Management, Strategic Planning, Project Management, Budgets, Microsoft Office, Customer Service
Education
The University of Arizona 2014 — 2015
Master of Business Administration (MBA) - Candidate, Business, Management, Marketing, and Related Support Services
Western Michigan University 2000 — 2003
Bachelor's degree, Accounting
Kalamazoo Valley Community College
Associate's degree, Accounting
Stoker Ostler Wealth Advisors October 2006 - October 2008
AST Capital Trust July 2005 - October 2006
Vanderbilt Capital Advisors March 2004 - May 2005
Education
Southern New Hampshire University 1992 — 1996
BA, Communications
Stoker Ostler Wealth Advisors September 2008 - Present
Stoker Ostler Wealth Advisors February 2006 - September 2008
Stoker Ostler Wealth Advisors April 2004 - June 2005
Skills
Wealth Management, Investment Advisory, Portfolio Management, Financial Planning, Asset Allocation, Strategic Financial..., Investment Strategies, Investment Management, Equities, Financial Analysis, Finance, Alternative Investments, Mutual Funds, Retirement Planning, Investments
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA
Arizona State University 2000 — 2004
BS, Finance
Stoker Ostler Wealth Advisors July 2015 - Present
Wells Fargo Private Bank April 2014 - July 2015
Wells Fargo Private Bank January 2012 - April 2014
Skills
Strategic Financial..., Wealth Management, High Net Worth..., Retirement Planning, Estate Planning, Wealth Management..., Financial Planners, Retirement, Wealth, Financial Advisory, Finance, Financial Planning, Financial Services
Education
Golden Gate University 2011 — 2013
Masters in Taxation, Taxation
Arizona State University
Global Business, Financial Management