Bruce Hosler, EA, CFP®, AIF®
Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been on retirees and widows, using strategies to help lower their taxes and protect and preserve their wealth.
Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced planning strategies for his clients.
Bruce is active as a Boy Scout leader and is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He has homes in both Prescott and Scottsdale so he can support our clients in both offices. Bruce is a dedicated father of four grown children. He loves to spend time with them and with his grandson.
Bruce Hosler is proud to have been recognized as a Leaders Level advisor for 2017—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Stephanie Sterling, EA, AIF®, AWMA®
Stephanie is in charge of financial services administration at Hosler Wealth Management, LLC. She is key to ensuring that all of our investment clients’ financial details are handled correctly. Her wonderfully friendly attitude, her English accent, and her eye for detail make her central to the level of quality service our clients receive. Our clients know that they are well cared for when it comes to their financial investments with Hosler Wealth Management, LLC.
Stephanie is an Enrolled Agent (EA), an Accredited Investment Fiduciary® (AIF®), and an Accredited Wealth Management AdvisorSM (AWMA®), and she holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.
Stephanie oversees all of the back-office support for our clients’ investment accounts, including trade details, financial calculations for required minimum distributions (RMDs), and assistance with planning for your income needs in retirement. If you ever need information or assistance with your investments, Stephanie is the person to see.
Jason Hosler, EA
As a wealth manager, Jason works closely with clients to implement and administer our wealth management process. He is a primary service advisor for many of our clients and provides depth and youthful energy to our team. He has been with the firm almost five years.
Jason is an Enrolled Agent (EA) and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He brings a technological edge to our firm and helps many of our clients stay current in the fast-moving age of the internet.
Jason grew up in Prescott and enjoys all it has to offer. He is an avid outdoorsman and new golf enthusiast. He and his wife, Ashley, love to travel, read, and spend time with family.
Director of First Impressions
Sara comes to us with 20 years of experience serving customers in the magazine and media industry. Her position of administrative support, customer relations, and event coordination suits her bubbly, outgoing personality.
Sara relocated to the Prescott area in 2000 from Iowa. She has two children, Chance and Ryanne, who occupy a large portion of her time outside of work. She also has three “fur babies”: Jude, JoJo, and Hannah. Sara enjoys spending time in her garden and riding ATVs.
Joyce works part-time on a seasonal basis at Hosler Wealth Management, LLC, providing extra help in the office, working on “special projects,” and making sure that things run smoothly during the tax season from January to April.
Joyce worked full-time in our office for seven years until August 2014, when she retired to spend more time with her three children and four grandchildren. The strong bond she created with our clients, with her ever-present bubbly personality, meant that everyone was happy to see she is still an integral part of our team.
When she is not working, Joyce loves to travel and spend time with family and friends in Michigan. She loves basketball, ice hockey, and football and can often be seen cheering on her favorite teams.