Meet Our Team

Meet Our Team

Our team of fiduciary investment, tax and estate planning professionals specialize in working with individuals, families.

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 serving […]

Jason Hosler

  • EA
As a wealth manager, Jason works closely with clients to implement and administer our wealth management process. He is a […]

Laura Hosler

Laura Hosler previously had an administrative career at the Mayo Clinic in the Radiation Oncology department prior to joining her […]

Alex Koury

  • CFP®
Alex Koury CFP®, CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager, has worked in the financial services industry over 11 years […]

Bobby Epperson

  • EA
Bobby is a professional tax accountant with Hosler Wealth Management.  He comes to us with over 16 years of tax and […]

Sara Lanoue

Sara comes to us with 20 years of experience serving customers in the magazine and media industry. Her position of […]

Zed Leppanen

Zed comes to Hosler Wealth Management with 7 years business accounting experience, as well as 15 years administration and manufacturing […]