Location and Address

7210 N 16th St, Phoenix, AZ 85020

Our Team

Each member of the Mathis Wealth Management team is committed to the highest levels of service for our clients.
WE ARE READY TO HELP YOU

Meet Our Team Members

WE ARE READY TO HELP YOU

Meet Our Team Members

Larry Mathis, CFP®, AIF®

Larry Mathis

Founder and CEO

Larry operates his financial planning practice in Phoenix, Arizona, with clients throughout the US. He is the author of several books and a featured speaker for organizations nationwide.

Phil Adams

Phil Adams

Investment Advisor Representative

Phil retired as a Captain from the Phoenix Fire Department after an exemplary career of more than 29 years and joined Mathis Wealth Management in 2016.

Jennifer Panicker

Jennifer Panicker

Investment Advisor, Operations Director

With more than 20 years of experience in the financial industry, Jennifer serves as our Investment Advisor and Operations Director.

Vickie Gray

Vickie Gray

Administrative Assistant

Vickie manages the office schedule and also specializes in client account processing and maintenance.

Paula Adams

Paula Adams

ADMINISTRATIVE ASSISTANT

A 30-year veteran of the banking, mortgage, and accounting industries, Paula works in an administrative capacity with our clients.

Cameron Mathis, CFP®

Cameron Mathis

FINANCIAL ADVISOR

Cameron serves our clients as a Financial Advisor, assisting clients with their investment needs, as well their various insurance needs.

Danielle M. Lemuz

OPERATIONS MANAGER

Danielle M. Lemuz is the Operations Manager at Mathis Wealth Management’s Ventura office.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Larry Mathis, CFP®, AIF®

Larry Mathis

Founder and CEO

Phil Adams

Phil Adams

Investment Advisor Representative

Jennifer Panicker

Jennifer Panicker

Investment Advisor, Operations Director

Vickie Gray

Vickie Gray

Administrative Assistant

Paula Adams

Paula Adams

Administrative Assistant

Cameron Mathis, CFP®

Cameron Mathis

FINANCIAL ADVISOR

Danielle M. Lemuz

Operations Manager

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
PRIVATE, FREE, SECURE

getting started
is easy

Our interactive tool makes getting started easy by taking you through a simple step-by-step process. The result provides you with a one-page “asset map” that gives you an overview of your current financial condition. It’s private, free, and entirely secure.
Active senior
PRIVATE, FREE, SECURE

getting started is easy

Active senior
Our interactive tool makes getting started easy by taking you through a simple step-by-step process. The result provides you with a one-page “asset map” that gives you an overview of your current financial condition. It’s private, free, and entirely secure.

Additional resources

The latest insights from our blog

For most Americans preparing for retirement, Social Security is an important component of the overall retirement income strategy.

As another year slides toward its close, it’s probably a good time for most investors to do a

There’s a famous scene in the movie, Indiana Jones and the Last Crusade; you probably remember it. Jones,

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Mathis Wealth - Contact Us - Single parent family
WE'RE HERE FOR YOU

Talk to our team