Our staff members not only have the knowledge and experience to help you pursue your financial goals, but they happen to be extremely great folks, too! We are always ready to address your concerns, to answer your questions, and to put you at ease.

Bruce Hosler EA, CFP®
Enrolled Agent/Certified Financial Planner™

Bruce is the founder and principal of Hosler Financial Services Inc. Since starting the practice in Prescott back in January of 1997, he has focused on helping his clients create strategies to lower their taxes legally, specializing in helping seniors and retirees to protect and preserve their wealth.

Bruce is an avid Boy Scout leader and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife Lynn live in Prescott with their four children, Jason,  Nick,  Katie, and Heidi. And, yes, they have a dog—her name is Belle.

Stephanie Sterling
Office Manager

Stephanie is in charge of financial services administration here at Hosler Financial Services Inc. She is key in ensuring that all of our investment clients' financial details are handled. Her wonderfully friendly attitude, her English accent, and her eye for detail make her central to the quality level of service our clients receive. Our clients know they are well cared for when it comes to their financial investments with Hosler Financial. 

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.

Sarah Lifsey
Tax Accountant

Sarah is an accomplished Tax Accountant.  She has passed 2 parts of her Enrolled Agent requirements and helps Bruce with all of the IRS representation issues.  Sarah works closely with many of our key clients in preparing and planning for issues on their tax returns.  Sarah work full time with us during the tax season and then part-time during the off season.  She is a great team player and loves to work through all of our tax research questions.  Sarah  likes to camp, hike and relax with her husband Tom, and her Labrador Retreiver Bailey.