Sean Michael Lunny

Mr. Sean M.
Lunny is a Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He serves as a primary relationship manager and oversees the management of client portfolios.
He works together with clients to help identify and prioritize financial goals, and then establishes appropriate investment strategies.
He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances while integrating other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs.
He is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm.
Prior to joining Stoker Ostler, Mr. Lunny worked for national and regional financial institutions in financial planning, investment advisory and securities trading capacities.
He received a Bachelor of Science degree in Business Management from Brigham Young University, and holds a Master of Science Degree in Security Analysis and Portfolio Management from Creighton University.
He is a Certified Financial Planner professional.