About Us
April Ward
Partner, Senior Financial Advisor
As a Senior Financial Advisor, April works with high net-worth individuals to strategize solutions to reach each client’s financial goals, incorporating the unique needs and circumstances of each client while considering tax consequences, estate planning circumstances and investment objectives. April began her career in the financial arena in 1988 and joined Stoker Ostler in 2004 after working with large, national financial institutions in financial consulting and estate planning.
April has a Series 65 License and is Cannon certified in Investment Management and Personal Trust and Investment Management Sales. In addition, she is a board member of the Central Arizona Estate Planning Council and a candidate to become a CERTIFIED FINANCIAL PLANNER™ professional.
April received her bachelor’s degree in business communications from Arizona State University and her MBA from the University of Phoenix. She has volunteered with the American Cancer Society, St. Theresa Catholic School, the Arizona Community Foundation for Women and most recently chaired "A Mighty Voice" charity event at the Phoenix Zoo to raise awareness about pediatric motor neuron diseases.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Contact April:
award@stokerostler.com
Kim Bridges, PhD, CFP®
Senior Financial Planner
As a Senior Financial Planner, Kim works closely with clients providing personalized plans with emphasis on estate planning, retirement planning and unique client objectives. In addition, Kim has extensive knowledge in women's issues in financial planning and uses her expertise to help develop the Stoker Ostler Wealth Advisors Women and Wealth seminar series. Kim joined Stoker Ostler in 2008 from Texas Tech University where she taught Personal Finance and Estate Planning courses in the Division of Personal Financial Planning.
Kim is a CERTIFIED FINANCIAL PLANNER™ professional. She received her bachelor’s degree in Human Ecology and her Master of Science in Family Studies and Human Services with an Emphasis in Family Financial Planning from Kansas State University. She recently completed her doctorate in personal financial planning at Texas Tech University. Her dissertation explored financial issues affecting women. Kim is a member of the Financial Planning Association (FPA), the Academy of Financial Services (AFS), East Valley Estate Planning Council, and Phi Kappa Phi Honor Society. Kim is a former U.S. Marine, and is married to a retired Marine officer. She has four children and one grandchild. Her hobbies include hiking, bike riding, reading, and spending time with family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Contact Kim:
kbridges@stokerostler.com
Michelle L. Decker, CFP®
Partner, Portfolio Manager
As a Portfolio Manager, Michelle works closely with clients to identify individual financial goals and develop a portfolio strategy that will achieve those goals. She is responsible for maintaining proper asset allocation and diversification of each client’s investment portfolio. Michelle has been with Stoker Ostler since February 1998, joining the firm with financial advisory experience.
Michelle is a member of Stoker Ostler’s investment committee which sets the investment policies and portfolio strategies that the firm follows in working on behalf of clients. She regularly contributes articles to the firm's publications.
Michelle earned her M.B.A. degree from Arizona State University. She earned her B.B.A. degree in Finance from Idaho State University. She received her Accredited Asset Management Specialist (AAMS) certification from the College of Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Michelle loves baseball and has enjoyed both coaching and “team Mom” responsibilities for her sons’ teams. She also enjoys outdoor activities including hiking, fishing, and camping.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Contact Michelle:
mdecker@stokerostler.com
Syreeta Harris
Sales and Marketing Coordinator
Syreeta manages all internal and external marketing efforts, compiles customized presentations for client meetings, and synchronizes all aspects of client and prospect events. She joined Stoker Ostler in August of 2007.
Syreeta graduated Summa Cum Laude with a Bachelors Degree in Marketing from the W.P. Carey School of Business at Arizona State University. She is currently pursuing her MBA at Arizona State University. She has her Arizona Life/Accident/Health Producer License.
Syreeta has volunteered numerous times with the Tempe Cares Project and is also a member of the Golden Key International Honor Society.
Contact Syreeta:
sharris@stokerostler.com