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Mike Bolar

Chief Investment Officer and Senior Portfolio Manager

Stoker Ostler Wealth Advisors Inc (BMO)

United States, Arizona, Scottsdale

About Me

Mike is a member of the Stoker Ostler executive committee, together with Michelle Decker and Mike Halls, guiding the long and short-term direction of the firm. He works closely with clients to identify individual financial goals and develop a portfolio strategy that will help achieve those goals. Mike 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. He is the chairman of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies. Mike joined the firm in 2003 with nearly three decades of experience as a team member responsible for the ma
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Profile Information

Chief Investment Officer and Senior Portfolio Manager

Stoker Ostler Wealth Advisors Inc (BMO)

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

May 15, 2024

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