Michelle is a member of the Stoker Ostler executive committee, together with Mike Halls and Mike Bolar, guiding the long and short-term direction of the firm. She works closely with clients to identify individual financial goals and develop a portfolio strategy that will help achieve those goals. Michelle offers a depth of experience in financial planning and money management, with sensitivity to income and liquidity needs, tax consequences and risk tolerance for clients. Michelle is a member of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies. Michelle has been with Stoker Ostler since February 1998, joining the group with financial advisory experience.
Michelle is a CERTIFIED FINANCIAL PLANNERTM professional. She earned her MBA degree from Arizona State University, W.P. Carey School of Business. She received her bachelor’s degree in Finance from Idaho State University. She received her Accredited Asset Management Specialist (AAMS®) certification from the College of Financial Planning.
Michelle is an avid sports fan and has enjoyed both coaching and “Team Mom” responsibilities for her sons’ teams. She is also the proud “MeMa” to 3 beautiful grandkids.
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.