Bachelor of Science in Business Administration

Bruce Hosler - Financial Advisor in Scottsdale, AZ | WiserAdvisor.com

COVID-19, Our Response *During these difficult and uncertain times, we can accommodate meeting 
with you in a variety of ways; via phone call, email, or with (Zoom) video conferencing and 
screen-sharing technology. Your safety and comfort will always remain very important to 
us. At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our 
responsibility as your financial advisor so seriously. We're here to help you get better results 
than you would on your own. Our secret weapons? Tax planning for life, combined with financial planning, IRA & Retirement 
Planning, and Investment Management with Estate Planning - together provide a holistic solution 
towards pursuing your financial and life goals. When working with HWM, you'll experience our proprietary approach to helping you plan for your 
future. You can expect prudent financial planning; advanced tax strategies; and an integrated 
customized financial plan that addresses the most important aspects of your life. Bruce Hosler is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bruce Hosler is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bruce Hosler is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bruce Hosler is required to act in a fiduciary capacity.
 
More information is available in <a href="https://assets.ctfassets.net/a320zjmb1inn/2i7OtNINj5zCRE0BsKWBSC/4b17ef9e2d59f665bdba69ae14e607aa/Form-CRS-Online.pdf">Commonwealth&rsquo;s Form CRS</a>.

Hosler Wealth Management

Alex Koury CFP&reg;, CERTIFIED FINANCIAL PLANNER&trade; professional and Wealth Manager in Scottsdale, has worked in the financial services industry for fourteen years as a financial advisor and Financial Planner. He holds Series 7, 9, 10 & 66 securities registrations - and is a Registered Representative with Commonwealth Financial Network&reg;. 
Alex has been affiliated with Commonwealth for the last five years and comes to our offices in Arizona with knowledge and experience of all things (Commonwealth). Alex holds his insurance license in the state of Arizona, California, Nevada, and Georgia for: life, health, disability, fixed and variable annuities. As a CERTIFIED FINANCIAL PLANNER&trade; professional in Phoenix, Alex works out of our Scottsdale office to provide wealth management services to clients in the Greater Phoenix Metropolitan Area, including Scottsdale, Paradise Valley, Phoenix, and Tempe. 
After graduating from Regis University in Denver, Colorado, with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona. 
Alex is an active member of the Financial Planning Association of Greater Phoenix and frequently volunteers at homeless shelters, teaching financial literacy courses to empower individuals and families. In addition to his professional achievements, Alex enjoys sports, the outdoors, and spending time with his family. As a frequent hiker, you may find Alex on Camelback or Piestewa Peak Mountain on any given morning.

Jason works as a financial advisor with clients to implement and administer our wealth management process. He has established himself as a primary service advisor for many of our Prescott clients. He has been with the firm for over a decade. Jason continues to take on many challenging roles in the industry to expand his experience thus guiding him down the path of leadership and higher levels of responsibilities. 
Jason is an Enrolled Agent (EA) and holds Series 7 and 66 FINRA securities registrations. 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 golf enthusiast. He loves spending time with his family, his wife Ashley, daughter Emma, and baby James, the newest addition. He also loves to travel, read, and research the lasted updates in technology.

Zed comes to Hosler Wealth Management with 7 years business accounting experience, as well as 15 years administration 
and manufacturing expertise. His Paraplanner designation (FPQP) enables him to support each of the financial advisors at Hosler Wealth Management. His research and attention to data entry is extremely valuable to the financial planning process. 
His background includes music, technology, and general accounting. He served as the accountant for a local small manufacturer where he gained extensive knowledge in the areas of overhead management, international customs and account management. Zed enjoys putting the pieces together with a dedication to excellence and integrity in every situation. 
In his spare time, Zed can be found playing music and learning to speak Korean.

Laura had an administrative career at the Mayo Clinic in the Radiation Oncology department prior to joining her family at Hosler Wealth Management. She brings with her not only her vast experiences with the renowned Mayo Clinic; but many years working as a Financial Aid Administrator in Higher Education where she served a large student body population adhering to Federal, State, and Institutional regulations. Laura is a veteran of the United States Air Force as well. 
Laura is focused on serving as an office administrator for HWM helping out with client and staff needs. She brings 
her compassion for helping others and attention to detail to the firm. She enjoys spending quality time with her husband Bruce and their family.

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 suit her outgoing personality; which makes her a valuable asset to HWM and our clients. Sara is often the initial point of contact for our clients offering her tremendous skill-set in assisting, guiding and directing them. 
Sara relocated to the Prescott area in 2000 from Iowa. She has two children, Chance, and Ryanne, both of whom occupy a large portion of her time outside of work.

Reggie Alilonu is a Certified Public Accountant (CPA) with Hosler Wealth Management. He has a Bachelor of Science in Finance from the University of Wisconsin and an MBA from Fairleigh Dickinson University, New Jersey. Reggie has over 30 years of extensive experience in the tax industry and leverages this to provide sound tax planning and advice. He holds a Series 66 securities registration and is a CERTIFIED FINANCIAL PLANNER &trade; professional. He finds it very rewarding to help clients save money, plan for their future, and help them get closer to their goals.

What if every big financial decision you made had the 
benefit of tax planning as well as financial expertise? 
You would probably end up paying less in taxes which 
would help you save more for your future. 

Our complete approach helps ensure your blind spots are 
minimized, your tax situation is optimized and your 
financial future is more predictable.

Our mission is to help you secure your future and avoid big 
mistakes. We work with you closely to understand your 
needs, clarify your goals and learn your preferences.

At HWM, we prioritize the security of your assets; that's 
why we don't hold or take possession of your money.

Bruce Hosler

Hosler Wealth Management

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