Our Team

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 Member of the Board of Directors of the Tucson Pops Orchestra.

As the founder of Bill Westcott, Inc., with over 40 years of experience in Financial and Retirement Planning, Bill has helped hundreds of university educators make successful retirement decisions.

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. 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. 

Originally from Michigan, Camille pursued her education at Henry Ford Community College and Eastern Michigan University before relocating to Tucson in 1996. While raising her two daughters, she actively volunteered, serving on numerous boards and fundraising committees.

In 2010, Camille joined Bill Westcott, Inc. as Vice President of Marketing and Community Relations. Beyond her role at Bill Westcott, Inc., she is the co-founder of the Women’s Salon Series™, Event Driven Media Partners / for the common good™, (our in-house marketing business) and serves as Assistant Executive Director of Potoff Private Philanthropy.

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 25 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, 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 four wonderful grandchildren. She is an avid fitness enthusiast and approaches her work with the same enthusiasm and energy as any workout.

Jennifer joined the Bill Westcott Inc. team in January 2025, bringing with her a strong background in client success management within the e-commerce and marketing industries. Through her career, she discovered a deep passion for people and is excited to channel that enthusiasm into her role at Bill Westcott Inc.

Originally from Fort Lauderdale, Florida, Jennifer moved to Tucson in 2016 and quickly fell in love with the region’s unique wildlife. As an avid animal lover and cat enthusiast, she became an active member of the Reid Park Zoo and the Arizona-Sonora Desert Museum.

Rescued at 8 weeks old, I found my forever home with Camille, Annie, and Catie. From the moment I arrived, I became a part of their family, and I immediately began accompanying my mom to work. Camille’s office became my second home, filled with new faces and endless opportunities for affection. I always love being around people, and at the office, there are always plenty of them—co-workers, clients, and visitors—each one ready with a scratch behind the ears or a kind word. My days are full of excitement, new scents, and wagging tails.

Of course, some days I stay home, resting in a sunny spot by the window or curling up in my mom’s closet. But I always enjoy the routine of the workday, especially the attention I get when I make my rounds at the office.

Now, at 13 years old, I've slowed down a bit, but I still love my people just as much as I did when I was a pup. My days are more relaxed now, with a balance of quiet time at home and visits to the office where I’m greeted like a celebrity. Even after all these years, I never tire of the love and attention that comes my way.