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.
Bruce Hosler
Founder & Principal
Wealth Manager
Jason Hosler
Wealth Manager
Alex Koury
Wealth Manager
Cody Teeples
Wealth Manager
Collier Wakefield
Wealth Management Assistant
Hosler Wealth Management Team
Laura Hosler
Executive Director
Sara Lanoue
Client Service Manager
Dana Churella
Client Service Associate
Chad Hosler
Director of Communications
Zed Leppanen
Paraplanner
Amber Rose Florence
Tax Professional
Jason Bisdorf (JB)
Tax Professional
James Haynes
Tax Professional
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.
