Stoker Ostler Wealth Advisors

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Stoker Ostler Wealth Advisors Employees

Employee
Years
Job
Industry
Ena Dashi Ena Dashi Phoenix, Arizona Details
Ena Dashi's Stoker Ostler Wealth Advisors Experience January 2011 - June 2014
Job Client Associate at Miller Russell Associates
Industry Financial Services
Experience
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

Michelle Decker, CFP® Michelle Decker, CFP® Phoenix, Arizona Area Details
Michelle Decker, CFP®'s Stoker Ostler Wealth Advisors Experience February 1998 - Present
Job Senior Portfolio Manager at Stoker Ostler Wealth Advisors
Industry Financial Services
Experience
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

Amber Zemp Amber Zemp Mesa, Arizona Details
Amber Zemp's Stoker Ostler Wealth Advisors Experience September 2012 - February 2013
Job Registered Ultrasound Technician, SPI, RVS
Industry Medical Practice
Experience
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

Cody Amis, CFA, CFP® Cody Amis, CFA, CFP® Scottsdale, Arizona Details
Cody Amis, CFA, CFP®'s Stoker Ostler Wealth Advisors Experience May 2005 - December 2008
Job Senior Portfolio Manager at Stoker Ostler, a part of BMO Financial Group
Industry Investment Management
Experience
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

Philip Stoker Philip Stoker Bedford, New Hampshire Details
Philip Stoker's Stoker Ostler Wealth Advisors Experience June 1997 - June 2013
Job Mission President
Industry Nonprofit Organization Management
Experience
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

Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™ Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™ Kansas City, Missouri Area Details
Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™'s Stoker Ostler Wealth Advisors Experience June 2008 - June 2012
Job Senior Financial Planner at The Commerce Trust Company I Wealth Management I Retirement Planning I Financial Planning
Industry Financial Services
Experience
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

Evan Nuttall Evan Nuttall Scottsdale, Arizona Details
Evan Nuttall's Stoker Ostler Wealth Advisors Experience January 2015 - Present
Job Associate Portfolio Manager at Stoker Ostler, a part of BMO Financial Group
Industry Financial Services
Experience
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

Lee Ann Reitz Lee Ann Reitz Scottsdale, Arizona Details
Lee Ann Reitz's Stoker Ostler Wealth Advisors Experience July 2006 - Present
Job Operations Manager at Stoker Ostler Wealth Advisors
Industry Investment Management
Experience
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

Thomas Ciminello Thomas Ciminello Greater New York City Area Details
Thomas Ciminello's Stoker Ostler Wealth Advisors Experience October 2006 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

Chad Bruening, CFA, CFP® Chad Bruening, CFA, CFP® Phoenix, Arizona Area Details
Chad Bruening, CFA, CFP®'s Stoker Ostler Wealth Advisors Experience September 2008 - Present
Job Portfolio Manager at Stoker Ostler Wealth Advisors
Industry Financial Services
Experience
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

Suzie Eyrich, CFP® Suzie Eyrich, CFP® Scottsdale, Arizona Details
Suzie Eyrich, CFP®'s Stoker Ostler Wealth Advisors Experience July 2015 - Present
Job Financial Planning Professional
Industry Financial Services
Experience
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