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.
Bruce Hosler
Wealth Manager
Jason Hosler
Partner
Wealth Manager
Alex Koury
Partner
Wealth Manager
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!
Dana Churella
Dana Churella
Client Service Associate
Meet Dana, the newest Hosler Wealth Management family addition in the Scottsdale office. As our Client Service Associate, Dana is the first friendly face you’ll see when you enter the office. Her warm, welcoming, and genuine hospitality are just a few of the many skills she brings to the firm. Dana will be assisting the advisors in Scottsdale, completing a well-rounded team of professionals.
Dana, a native New Yorker, was raised near the beautiful beaches of Long Island. She graduated from the Villanova University with a Bachelor of Science in Finance. Her journey has taken her to the NYSE, AMEX, and PHLX exchanges, where she gained valuable experience. Dana’s completion of the SIE and her possession of Series 7, 63, and 99TO FINRA licenses clearly indicate her knowledge and commitment to finance.
This self-described finance nerd loves being a financial service professional and keeping abreast of global markets and economic changes. After September 11, 2001, opportunities came calling for her to move to Arizona.
When she’s not immersed in the world of finance, Dana’s heart lies with her family and her beloved French Poodle, Lily. She finds joy in traveling to the United Kingdom and the European Union to visit family and friends, and in her leisure time, she can be found admiring the beauty of museums and listening to Italian Opera.
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.
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.
Jason Bisdorf (JB)
Tax Professional
Jason Bisdorf (JB)
Jason Bisdorf, JB to the Hosler Wealth Management family, joins us with an undergraduate and master’s degree in accounting from Arizona State University. Jason took his CPA exams in 2020 within just a year of graduation. He is one of the newest additions to the Scottsdale branch team.
Jason’s professional journey is a testament to 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, from start-ups to fuel stations and software development companies.
In the last few years, Jason’s Financial Planning and Analysis analyst (FP&A) role moved and immersed him in corporate finance, assisting various departments in their financial operations. This included setting up new processes for General and Administrative (G&A) allocations, A/R collections processes, strategies for equipment usage and the costs of such, market expansions, budget, and variance analysis and forecasting.
Jason’s previous role was a significant steppingstone in his professional growth. It was here that he truly understood the value he could bring to an organization and its people, a realization that continues to guide his career. As a numbers guy, the move to wealth management aligns perfectly with his accounting and tax knowledge and his eagerness to help clients achieve their financial goals.
In his personal life, he actively plays the guitar as a hobby, which will soon branch into more instruments, including piano/keyboard and bass guitar. He loves the dunes in Southern California and has been going there his whole life to ride dirt bikes. While he no longer rides motocross, he has transitioned to off-roading in a side-by-side.
