About Us

Founded in 1997, Stoker Ostler specializes in managing investments and providing financial planning for affluent individuals and families, small-to-medium sized institutions and non-profit organizations.

In 2009, Stoker Ostler became part of BMO Financial Group, one of North America's oldest and most diversified financial services providers.

Building on a shared open architecture philosophy, we are able to provide our clients with the personal attention, expertise and objectivity they have come to expect from a small advisory firm, while offering them access to the comprehensive financial resources and peace-of-mind stability that BMO provides.

Stoker Ostler appointed three managing partners after the retirement of founders Phil Stoker and Creg Ostler. They are Mike Bolar, Chief Investment Officer and Senior Portfolio Manager; Michelle Decker, Chief Operating Officer and Senior Portfolio Manager; and Mike Halls, Chief Financial Officer and Senior Portfolio Manager.

BMO and BMO Financial Group are trade names used by Bank of Montreal.

Stoker Ostler Leadership Team

Left to right Michelle Decker, Mike Bolar, Mike Halls

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.
Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

Copyright 2007 - 2016 Stoker Ostler Wealth Advisors, Inc.