Jon Linford currently lives in Northern Arizona with his family. Jon focuses his practice on estate and business planning, as well as trust administration. Jon is a member of various community organizations, and was recently voted the best lawyer in Sedona 2018-2020 by Sedona Readers' Choice.
Bruce Hosler is the founder and principal of Hosler Wealth Management, LLC. He has been in practice 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. . In addition, for the last three consecutive years, Bruce has been named to the Forbes’ Best-In-State
Wealth Advisors list for Arizona*
. Only 55 wealth advisors in Arizona were named to this list in 2020.
* The 2020 ranking of the Forbes’ Best-In-State Wealth Advisor list developed by SHOOK Research
The 2020 ranking of the Forbes’ Best-In-State Wealth Advisors list developed by SHOOK Research. Not indicative of the advisor’s future performance. Your experience may vary. Overall, 30,000 advisors were considered and only 3,500 (11.6 %) were recognized. Securities and advisory services offered through Commonwealth Financial network, Member FINRA/SIPC, a Registered Investment Advisor, Fixed Insurance products and services offered through CES Insurance Agency. Tax preparation and accounting service offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth