Mary Wilcox

Certified Financial Planner (TM)

As a financial professional and an active member of her community, Mary Wilcox is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.
Academic achievements include a Bachelor’s of Science in Business with Emphasis in Accounting from Arizona State University.  In 1979 Mary attained the Enrolled Agent status to represent her clients before the Internal Revenue Service, and in 1999 she attained Certified Financial PlannerTM designation connecting tax aspects with the financial goals of her clients.
Professional affiliations have fostered her practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to her. Mary is involved in local accounting and financial groups. Mary enjoys canoeing, hiking, and motorcycle riding.
Phone 480-893-3339
Fax 480-893-7876
Mobile Phone 480-296-8588