In his role as Associate, Justin 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. Justin joined Stoker Ostler in 2020 and has over 9 years of experience in the financial services industry.
Justin earned a Bachelor of Science and a Masters degree in and Accounting from University of Illinois Urbana-Champaign. He is a Certified Public Accountant and is currently pursuing the Chartered Financial Analyst® designation.
In his free time, Justin enjoys traveling, being outdoors, and is an avid golfer.
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.