Whitney Johnson

Associate Portfolio Manager

whitney.johnson@stokerostler.com

Whitney works directly with Cody Amis and Chad Bruening to enhance the support and service clients expect from a trusted Advisor. She plays an integral role in the daily monitoring and disciplined rebalancing of client portfolios. She also takes care of day-to-day service needs such as account setup and funding, money transfers, reconciliations, and consolidations. She works as a liaison between clients and the custodian of their financial assets as well as other financial institutions. She performs any research necessary to assist with the management of portfolios and helps disseminate educational and other applicable materials. Whitney has more than 10 years of experience in providing high standards of client service and joined Stoker Ostler in 2007.

Whitney earned a Bachelor’s degree in Business Management from the University of Phoenix.