Meet Our Team

Founder

Senior Financial Advisor

Craig Wilcox is the Founder and Senior Financial Advisor at Wilcox Wealth Management. Born in Coeur d’Alene, ID, he was raised by a financial advisor and learned the value of investment at an early age.

In 2008, he began his career with a regional firm in North Idaho. Craig’s clientele quickly expanded throughout the Northwest which led him to transition to a corporate advisory firm and relocate his office to Portland, OR in 2012.

Today, Craig serves clients throughout the country and advises on a range complex financial needs. In 2024 Craig and his wife, Kat, started Wilcox Wealth Management to be more flexible and adaptive to an ever-changing marketplace.

Over the span of his career Craig has also led and contributed to a variety of community service projects and has received several accolades including a Leadership Award from the State of Idaho and Volunteer of the Year from his local Chamber of Commerce.

Craig and his wife, Kat, currently reside in South Texas and enjoys painting, gardening and traveling.

Insurance offered in CA as an insurance representative.

Co-Founder

Operations Manager

Kat Jones is the co-founder of the boutique financial firm, Wilcox Wealth Management, Inc. She has a passion to create a trusted national brand within the financial industry. Her roles include Marketing Director, Public Relations, Office Management and Bookkeeping.

Kat has over 15 years of office management and 12 years working in the financial industry. Her professional backgrounds include tax law and wealth management. Her community volunteering background has focused on charities that provide temporary housing and aide for homeless women and children.

In 2018, Kat married the love of her life, Craig Wilcox and in 2021, they relocated to South Texas. When she’s not working and caring for her family, she enjoys spending time being active. She enjoys activities from global travel, community events, beach days, gardening, cooking, book clubs and many DIY projects around the house.