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Stoker Ostler Leadership Team

Our People

We approach wealth planning by assembling a team of highly-qualified specialists who work closely with you to design a unique long-term plan based on your priorities, goals, resources and commitments. Team members work together, freely sharing information and ideas so that we can be certain we’ve considered every opportunity and risk before we advise you.

The Stoker Ostler Leadership Team

Mike Bolar

Michael Bolar
Chief Investment Officer and Senior Portfolio Manager

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Michelle Decker

Michelle Decker
Chief Operating Officer and Senior Portfolio Manager

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Michael Halls

Michael Halls
Chief Financial Officer and Senior Portfolio Manager

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The Stoker Ostler Team

Cody Amis

Cody Amis
Senior Portfolio Manager

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Shawn A. Best

Shawn Best
Associate Portfolio Manager

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Kristen Bolar

Kristen Bolar
Associate Portfolio Manager

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Chad Bruening

Chad Bruening
Senior Portfolio Manager

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Dillon Chamberlain

Dillon Chamberlain
Associate Portfolio Manager

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Stacy Culotta

Stacy Culotta
Associate Portfolio Manager

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Mason Depew

Mason Depew
Administrative Assistant

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Laurie Hildebrandt

Laurie Hildebrandt
Operations & Process Analyst

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Benjamin Klingler

Benjamin Klingler
Associate Financial Planner

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Sean Lunny

Sean Lunny
Portfolio Manager

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Evan Nuttall

Evan Nuttall
Associate Portfolio Manager

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Lee Ann Reitz

Lee Ann Reitz
Operations Manager

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Lori Shumway

Lori Shumway
Marketing Coordinator

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Brock Smith

Brock Smith
Operations Analyst

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Sherry Smith

Sherry Smith
Senior Administrative Assistant

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Lant Webb

Lant Webb
Portfolio Manager

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