In his role as Associate, Dillon works with each of the Portfolio Managers to help manage client assets. His duties include constructing portfolios through asset allocation, daily monitoring of accounts for rebalancing opportunities, and executing securities transactions to help clients achieve their investment objectives. Dillon joined Stoker Ostler in 2017.
Dillon graduated with honors from Brigham Young University – Idaho with a Bachelor of Science degree in Financial Economics. While in school he served as a Senior Analyst for the school’s endowment fund, assisting with the investment allocation. After college, he gained experience at a global investment firm where he assisted clients with asset consolidation. While in this role he increased his skills in operational efficiency and process improvement.
Dillon enjoys spending his free time with his wife and daughter. He is also an avid sports fan who enjoys playing tennis and basketball. His other hobbies include hiking, traveling, and serving in his church.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.