Press Releases
Stoker Ostler Wealth Advisors Announces New Administrative Assistant
Scottsdale, Ariz. (August 27, 2007)… Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the addition of Suzanne Bothe to assist in daily executive tasks as an administrative assistant.
“We are pleased to have Suzanne join our team,” said Stoker. “Her strong customer service skills and dedication to our clients is outstanding.”
Bothe has over 15 years of experience and most recently was the Administrative Coordinator for Compass Wealth Management. A strong history of successful customer service and support is what attracted her to Stoker Ostler.
“I am excited to join such a professional, ethical and dedicated group,” Bothe said. “I am eager to serve Stoker Ostler’s clients and assist our team in creating a successful work environment.”
Bothe is a Texas native who enjoys traveling and listening to music.
For more information, visit www.StokerOstler.com.
About Stoker Ostler Wealth Advisors
Founded in 1997, Stoker Ostler Wealth Advisors, formerly Private Wealth Management, is a fee-only wealth management firm that specializes in managing investments and providing financial planning for private individuals and families, small-to-medium sized institutions and non-profit organizations with investment assets greater than $500,000. In addition, the firm provides reporting, periodic rebalancing and active tax management services for its clients.
As of June 2007, Stoker Ostler manages nearly $760,000,000 in total assets. Additional areas of expertise include: retirement planning, 401(k)/IRA distribution and issues related to the death of a spouse, divorce, inheritance and stock options.
The firm’s founders, Philip Stoker and Creg Ostler, have more than 50 years of combined experience in wealth management. Stoker Ostler is employee-owned, allowing the company to steer clear of conflicts of interest that can arise when wealth managers are aligned with a product-based financial service company. Stoker Ostler’s independence, combined with the long-standing relationships cultivated with other financial professionals, allows the firm to provide successful, unbiased financial guidance, based solely on the needs and expectations of each client.
Stoker Ostler is headquartered in Scottsdale, Ariz. with an additional office in Utah. For more information, call (480) 890-8088 or visit www.StokerOstler.com.