Erika works directly with Mike Bolar as an Associate. Erika’s duties include active portfolio rebalancing, daily cash monitoring, building client relationships and performing various research projects and analyses. She is focused on delivering a positive customer experience with each of her clients. Erika joined Stoker Ostler in 2017.
Erika has worked in the financial services industry for over 20 years, most recently from BMO Harris Bank in Scottsdale where she was an Assistant Branch Manager for 10 years. She is currently pursuing her bachelor’s degree in Organizational Leadership from Arizona State University. Erika’s diverse background demonstrates her ability to apply her leadership skills, operational capabilities and analytical skills to help provide solutions for her clients.
Erika enjoys spending time with her husband and extended family. She enjoys activities such as snowboarding, boating, camping and Barre Pilates.
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.