Broker Check

Team

Meet the members of Mathis Wealth Management:

 

Larry Mathis, CFP® AIF®

Founder and CEO

602-393-0501

Larry Mathis operates his personal financial planning practice in Phoenix, AZ with clients throughout the U.S. He is the author of several books, and has spoken for numerous organizations...

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Phil Adams

Investment Advisor Representative

602-393-0501

Phil@MathisWealth.com

Phil is an Investment Advisor Representative with Mathis Wealth Management, joining the firm in 2016. 

He had an exemplary 29+ year career with the Phoenix Fire Department, and retired as a Captain in November of 2018.  Most of his career...

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Jennifer Panicker

Investment Advisor, Operations Director

602-393-0501

800-391-6075

Jennifer@MathisWealth.com

Jennifer has worked in various roles in the financial industry for over 20 years. Currently, she is an Investment Advisor with Mathis Wealth Management, as well as our Operations Director.  

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Kelvin Bartee

Public Safety Benefits Specialist

602-393-0501

800-391-6075

Kelvin@MathisWealth.com

Kelvin Bartee is a retired Assistant Fire Chief from the City of Phoenix Fire Department, Phoenix, Arizona. Over the course of 33 years, Kelvin served as a leader and manager in his field...

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Vickie Gray

Administrative Assistant

602-393-0501

Vickie@MathisWealth.com

Vickie is the Administrative Assistant at Mathis Wealth Management. She schedules Larry's appointments and processes accounts forms and other paperwork.

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Paula Adams

Life and Health Insurance Agent

602-393-0501

Paula@MathisWealth.com

Paula brings 30 years of experience to the Mathis Wealth team, having worked in the banking, mortgage, and accounting industries. A licensed Life and Health Insurance Agent, she also works alongside her husband, Phil Adams...

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