John works directly with Cody Amis as an Associate. John’s responsibilities include active portfolio rebalancing, daily cash monitoring, building client relationships, and performing various research projects and analyses. He focuses on delivering outstanding client service and plays a vital role in assisting Cody with his clients. John joined Stoker Ostler in 2022.
Before joining Stoker Ostler, he worked at a global investment firm where he helped clients with retirement topics. John graduated Summa Cum Laude with a BBA degree in Finance and Management Information Systems (MIS) from the University of New Mexico in December of 2020. He is currently pursuing his Chartered Financial Analyst (CFA) designation.
In his free time, John loves spending time with family and friends. He also enjoys being outdoors, hiking, traveling, and serving in his church.
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