JoAnna Westcott, President, Financial Consultant
JoAnna is passionate about her work as President of Bill Westcott, Inc., and her commitment to community. She utilizes a holistic approach, tailoring her financial guidance to suit the unique circumstances of each person. She uses her previous experience as a business coach in combination with decades of financial consulting to continuously improve the comfort level of each client experience.
JoAnna serves as Chair of the Mel and Enid Zuckerman College and Public Health Community Advisory Board and President of the Board of Directors of the Tucson Pops Orchestra.
Bill Westcott, Founder, Accredited Investment Fiduciary, Certified Estate & Trust Specialist
For over 40 years Bill has had an investment practice in Tucson, Arizona.
With over 40 years of experience in Financial and Retirement Planning, Bill has helped hundreds of university educators make successful retirement decisions.
Bill served as a Trustee on the Board of the Tucson Symphony, the Dean’s Advisory Board for the University of Arizona Libraries, and the Dean’s Advisory Board of the College of Science. Bill is the Executive Director for Potoff Private Philanthropy which supports transformational research and development in the field of skills based K-12 education and is committed to the well being of all veterans and to the humane treatment of animals.
Camille Shaw, Vice President, Community Relations
Originally from Michigan, Camille attended Henry Ford Community College and Eastern Michigan University. Camille moved to Tucson in 1996. While raising her two daughters, she volunteered and served on many boards and fundraising committees.
In 2010, she began working at Bill Westcott, Inc., a financial investment firm, as Vice President of Marketing and Community Relations. In addition to her role at BWI, Inc., Camille is co-founder of the Women’s Salon Series™ and Event Driven Media Partners / for the common good™, and she serves as Assistant Executive Director of Potoff Private Philanthropy.
Lisa Ortega, Operations Manager
Lisa joined Bill Westcott, Inc. in April 2022 as the Operations Manager. She is the primary client liaison in our office and is here to assist with the many needs of our clients. Lisa has over 23 years of experience in the financial services industry. She received her B.S.B.A. in Financial Services from the University of West Florida. She has obtained her Series 66, 7 and 24 registrations which are held through LPL Financial.
Kara Gomez, Administrative Associate
Kara Gomez, Administrative Associate, has been with Bill Westcott Inc. since 2015 and has over 35 years of Executive Administrative experience. She is the proud mother of two children, with 3 wonderful grandchildren. She is an avid fitness enthusiast and approaches her work with the same enthusiasm and energy as any workout.