Meet Our Team – Financial Advisors in Arizona
Hosler Wealth Management Financial Advisors
Meet our board of financial advisors, specializing in investment, estate and tax planning strategies. Located in Prescott and the Greater Phoenix Area, our private wealth managers can answer any questions you may have about portfolio management and financial planning.
Hosler Wealth Management Team
Laura Hosler
Executive Director
Laura Hosler
Executive Director
Laura Hosler previously had an administrative career at the Mayo Clinic in the Radiation Oncology department prior to joining her family at Hosler Wealth Management.
Prior to Mayo, she worked for many years as a Financial Aid Administrator in Higher Education serving a large student body population adhering to Federal, State, and Institutional regulations. Laura is a United States Air Force veteran as well.
Laura serves as an Administrator for Hosler Wealth Management helping out with client needs. She is a great addition to our team and brings both her compassion for helping others and love of life to the firm.
Sara Lanoue
Sara Lanoue
Client Service Manager
When Sara joined HWM, she brought broad, extensive customer service and administrative support knowledge to the firm. As of 2024, Sara has been with the HWM family for eight years, and her position has advanced from events coordinator to client service representative to client services manager. She is the go-to, front-line person for almost all our client’s immediate needs.
Sara has successfully passed the Securities Industry Essentials®, SIE®, which assesses an individual’s knowledge of basic securities concepts, types of products, and their risks; the structure of the securities markets, regulatory agencies, and their functions; and prohibited practices–making her all the more a valuable asset to the HWM team and our clients.
She relocated from Iowa to Prescott in 2000 and is practically a native Arizonian. However, she still brings that midwestern, down-to-earth appeal to our HWM family. She loves spending time with her family and dogs, working in the yard, and enjoying their pool!
Jordyn Santschi
Client Service Associate
Jordyn Santschi
Client Service Associate
We are excited to welcome Jordyn Santschi to the Hosler Wealth Management team as a Client Service Associate in our Scottsdale office. Jordyn is a recent honors graduate with a 4.0 GPA, holding an Associate Degree in Business. She is currently studying at the prestigious W.P. Carey School of Business at Arizona State University.
With several years of experience in customer service and administration, she has refined her organizational skills and attention to detail, thriving in fast-paced environments. Jordyn believes in the power of teamwork and is passionate about learning more about the financial services industry.
Looking ahead, Jordyn is enthusiastic about growing within the financial services sector, making a meaningful contribution to the Hosler Wealth Management team, and building lasting relationships with clients.
In her free time, Jordyn loves exploring new culinary experiences; some of her favorite spots include The Culinary Dropout for its innovative menu, Rodizio Grill for its delicious Brazilian meats, and Smoking Tiger for its mouthwatering Korean BBQ.
Originally from Tucson and raised in Missouri, she has spent the last eight years in beautiful Arizona and couldn’t imagine being anywhere else!
Quinn Simmons
Office Administrator
Quinn Simmons
Office Administrator
Meet Quinn Simmons, a new addition to our growing Hosler Wealth Management family. As our Office Administrator, Quinn uses his 10+ years of management background to perform all tasks with the highest level of detail and accuracy. Quinn is a passionate, driven, and team-oriented individual who will surely be a valuable asset to our dynamic team. Well-versed in marketing and ever eager to expand his knowledge of the financial industry, he is actively pursuing a bachelor’s degree in accounting at Arizona State University.
Although Quinn hails from Beaverton, Oregon, he has fully embraced Arizona’s culinary delights. His favorite hot spots, including Maple & Ash, Dominiques, and Fat Ox, reflect his love for delicious food and his integration into the local culture.
Outside the office, he frequently spends time with his pets, a 3-year-old toddler named Lokita- a black pug, and a long-haired cat named Kiwi.
The reading genre consists of fiction and non-fiction, and some of his favorite reads have been: A Turn of a Screw by Henry James, and Seven Habits of Highly Effective People by Stephen R Covey.
Quinn is joyfully involved in sports. He & his siblings are currently practicing to participate in league volleyball tournaments. Throughout his life, he has played soccer and remains a loyal soccer enthusiast.
Chad Hosler
Director of Communications
Chad Hosler
Chad Hosler joined the Hosler Wealth Management team as director of communications. He is developing communication strategies that help advance the firm’s impact of compelling ideas and practices through website development, social media, media outreach, and virtual and in-person client events. In addition, Chad helps produce content from creation to implementation.
Before joining HoslerWM, Chad retired from a 28-year career as a business owner in Salt Lake City, Utah as a professional licensed Neuro-Muscular Therapist. Chad brings his business and interpersonal communication skills to us, along with his attention to detail and ability to relate to people.
Since moving to Prescott, Chad has taken up bowling and making new friends. In his spare time, he enjoys learning about photography and video editing.
Jason Bisdorf (JB)
Tax Professional
Jason Bisdorf (JB) CPA, PFS™
Jason Bisdorf, also known as JB, is a valued member of the Hosler Wealth Management family. He holds both an undergraduate and a master’s degree in accounting from Arizona State University. In 2020, he passed his CPA exams just a year after graduating. Most recently, he earned the Personal Financial Specialist (PFS™) credential, which indicates that he is a CPA with extensive knowledge in areas such as retirement planning, estate planning, risk management, investment planning, and tax implications within personal finance. This credential distinguishes him as uniquely qualified to provide comprehensive financial planning services, which is a hallmark of Hosler Wealth Management. The PFS designation is exclusive to CPAs and can only be obtained by members of The American Institute of Certified Public Accountants (AICPA).
While Jason primarily works out of our Scottsdale office, he oversees tax planning for all Hosler clients.
Jason’s professional journey showcases his adaptability and versatility. He began his career as a financial auditor, gaining experience in the commercial sector and performing bookkeeping for a variety of businesses, including start-ups, fuel stations, and software development companies.
In recent years, Jason has taken on a Financial Planning and Analysis (FP&A) role, deeply immersing himself in corporate finance. In this capacity, he has assisted various departments with their financial operations, including establishing new processes for General and Administrative (G&A) allocations, accounts receivable collections, equipment usage strategies, market expansion efforts, budgeting, variance analysis, and forecasting.
His previous role was a significant steppingstone in his professional development, helping him understand the value he can bring to an organization and its people. This realization continues to guide his career. As someone who excels with numbers, transitioning to wealth management aligns perfectly with his accounting and tax knowledge, as well as his desire to help clients achieve their financial objectives.
In his personal life, Jason is passionate about playing the guitar and plans to expand his musical skills to include the piano/keyboard and bass guitar. He enjoys the dunes in Southern California and, although he no longer rides motocross, he has shifted to off-roading in a side-by-side vehicle.
Christopher Reti
Financial Planning Assistant
Christopher Reti
Financial Planning Assistant
Christopher joined Hosler Wealth Management with a solid academic background in finance, along with experience in mortgages and equity research. Previously, he worked as a licensed Assistant Mortgage Loan Originator, where he helped clients navigate one of the most significant financial decisions of their lives. Additionally, he served as the Chief Administrator of the Rebel Investment Group at UNLV, leading a team of student analysts, conducting stock research, and performing economic analysis.
Currently, Christopher works as a Financial Planning Assistant at Hosler Wealth Management. He earned a Bachelor of Science in Finance, graduating Magna Cum Laude with a GPA of 3.97. Christopher brings a disciplined work ethic, an analytical mindset, and a strong commitment to client service to the team.
Originally from Las Vegas, Christopher enjoys hiking, staying active, and exploring new opportunities for personal and professional growth.
Justin Reti
Financial Planning Assistant
Justin Reti
Financial Planning Assistant
Justin Reti has joined Hosler Wealth Management as a Financial Planning Assistant, where he will support the firm’s mission of delivering strategic and tax-efficient solutions to clients. He is a recent graduate with a 4.0 GPA, earning a Bachelor of Science in Finance.
While attending UNLV, Justin served as the Chief Administrator and Sector Analyst for the Rebel Investment Group. In this role, he led investment research, presented stock pitches, and produced weekly market performance reports. He also gained valuable industry experience as a licensed Assistant Mortgage Loan Originator, where he developed strong analytical and communication skills. Justin brings a well-rounded skill set in technical and financial analysis, options, and portfolio management.
Originally from Las Vegas, Justin now resides in Prescott Valley. He is passionate about helping clients achieve their financial goals. Outside of work, he enjoys learning about investment strategies, spending time outdoors, and playing sports with friends.