Our Associates

· Mary N. Wilcox, EA, CFP®

Certified Financial Planner™

Phone Number 480-893-3339

Texting Only Number 480-757-3338

Financial Email: mary.wilcox@jwcemail.com

Tax Email: mwilcox@wtafweb.com

· Roseanne Lucero, AFSP

Office Manager/Annual Filing Season Preparer

Phone Number (480) 617-1604

Texting Only Number 480-757-3338

Financial Email roseanne.lucero@jwcemail.com

Tax email:  rlucero@wtafweb.com