Mathis Wealth Management

Phillip Adams is a financial advisor with Mathis Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Transcend Security, Transamerica Financial Advisors, and World Financial Group. Adams also served with the City of Phoenix Fire Department for 29 years. Mathis Wealth Management provides financial planning, investment management, retirement-plan consulting, and third-party advisor referral services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and offers both ongoing portfolio management and one-on-one consulting engagements.

Jennifer Panicker is a financial advisor at Mathis Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has been with Mathis Wealth Management and affiliated firms since 2014. Mathis Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and offers both ongoing portfolio management and one-on-one financial planning services.

Cameron Mathis is a financial advisor at Mathis Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to his advisory roles starting in 2021, he worked in retail and educational settings, including Sportsman's Warehouse and Northwest Christian School. He is also licensed as a non-variable insurance agent. Mathis Wealth Management provides financial planning, investment management, third-party advisor referral services, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a strategic asset allocation approach with mutual funds, ETFs, stocks, and bonds, tailoring portfolios to client goals and risk tolerance while offering both ongoing management and consulting engagements.

Brock Redondo is a financial advisor at Mathis Wealth Management with one year of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and United Planners. Outside of advisory work, he is involved in fixed insurance products and life, health, disability, and long-term care insurance. Mathis Wealth Management provides financial planning, investment management, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and offers services including fiduciary assessments, investment policy design, and participant education.

Larry Mathis is a CFP® professional with over 33 years of experience in financial planning and wealth management. He is the founder of Mathis Wealth Management in Phoenix, AZ, where he leads a team of five advisors. Mathis has been active as an author and speaker since 2006 and serves as a member of the Arizona State Treasurer Financial Literacy Task Force. He also has business interests in domain sales and has founded Mathis Public Safety Retirement. Mathis Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and offers both ongoing portfolio management and one-on-one financial planning engagements.