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.

A Headshot Of Bruce Hosler

Bruce Hosler

Founder & Principal
Wealth Manager
A Headshot Of Jason Hosler

Jason Hosler

Partner
Wealth Manager

A Headshot Of Alex Koury

Alex Koury

Partner
Wealth Manager

Cody Teeples Headshot

Cody Teeples

Wealth Manager

Cameron Grandpre Headshot

Cameron GrandPre

Wealth Management Asssociate

Hosler Wealth Management Team

Laura Hosler Headshot

Laura Hosler

Executive Director

Sara Lanoue Headshot

Sara Lanoue

Client Service Manager
Dana Churella Headshot

Dana Churella

Client Service Associate
Chad Hosler Headshot

Chad Hosler

Director of Communications

Zed Leppanen Headshot

Zed Leppanen

Paraplanner
Jason Bidorf Headshot

Jason Bisdorf (JB)

Tax Professional

Quinn Simmons Headshot

Quinn Simmons

Office Administrator

Hosler Wealth Management is proud to be comprised of highly-qualified financial advisors in Scottsdale and Prescott. Our Arizona based team is able to properly advise you on even the most complex subjects of tax preparation, estate planning and more.

CFN Advanced Planning Team

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

CFN Investment Research Team

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.