Meet Our Family
We have been serving Pueblo area’s individuals, families, and business owners with integrity and experience for more than two decades. We stand ready to help take care of your family’s financial needs.
Martha J. Wilcoxson, CFP®
Founder & Financial Advisor
Marty Wilcoxson specializes in retirement and estate planning and established Wilcoxson Wealth Management in 2000. She graduated in 1975 from Oregon State University with a degree in public administration and in 1980 earned a graduate degree in management from the University of Central Queensland. In 2015, Marty earned her master's of science degree in negotiated conflict resolution from Creighton School of Law, and she earned her Doctorate Education from Creighton University in 2019. She holds her FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network®. In 2009, she completed her Certified Compliance Regulatory certification through the FINRA Institute at Wharton, University of Pennsylvania.
She has a keen interest is industry compliance and is a FINRA-industry arbitrator for Oregon, Colorado, Utah, Tennessee, and Wyoming. She is a CERTIFIED FINANCIAL PLANNER (CFP®) professional, a Certified Fraud Examiner®, and a member of the Financial Planning Association. She serves as a member and mentor to Alpha Iota Sigma and is a Title Insurance Commission Member for the Colorado Department of Regulatory Agencies.
Joshua Wilcoxson, CFP®
Managing Partner & Financial Advisor
Joshua A. Wilcoxson joined the Wilcoxson Wealth Management as a partner after having worked with Bank of New York Mellon’s Private Banking and Portfolio Management business in Philadelphia, Pennsylvania, from 2006 to 2009. He studied political science at the University of Colorado, Boulder, before completing his bachelor’s degree in business management from Western Governors University. He completed his Certificate in Financial Planning at Bryant University.
He holds the FINRA Series 7, 24, and 66 securities registrations through Commonwealth Financial Network®. In addition, he has earned the Accredited Investment Fiduciary® (AIF®) certification and he is a CERTIFIED FINANCIAL PLANNER (CFP®) professional. His primary areas of experience are asset allocation and fiduciary oversight.
Joshua has served proudly as a member of the Financial Planning Association, a Rotarian, a board member for the Nature and Wildlife Discover Center, and a member of the Pueblo Downtown Association. He has been asked to judge the CSU-Pueblo Hasan School of Business SoCo Entrepreneurship Competition and the CHSAA speech and debate competitions. Joshua also volunteers at the Pueblo Zoo.
Client Service Associate
Chrystal Horn has been part of the Wilcoxson team for more than four years. She is responsible for all office operations, including assisting both Marty and Joshua Wilcoxson, and brings more than ten years of office management experience.
Chrystal is originally from a small town in south Texas but has lived in Pueblo for more than a decade. In her free time she enjoys reading, spending time outdoors, fishing, swimming, and sledding in the winter.
Chrystal balances her time spent serving her clients with a busy life as a mom of three. Gavin, her oldest, loves to play football, baseball, and soccer, so she’s frequently cheering him on. Landon, her middle child, reminds her to enjoy the great outdoors by encouraging her to go to the park and spend time engaged in family game night. Addison, her youngest child, is always on the go, so Chrystal stays busy supporting her activities and interests.
Let’s Chat Today
We’d love to learn more about your goals, concerns, and dreams. Contact us today to set up a complimentary consultation.