Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.
Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.
WEICHEL FULLER MATHIS FINANCIAL
Our mission is to educate, inspire and equip families and successful business leaders to be effective stewards of their wealth, empowering them to achieve financial security while creating a positive legacy for those they love and the causes they support.
Our Team
Contact our Team
- Scheduling: Mimi Janotka - (941) 957-4527
- Liaison to Home Office Underwriting, client service, insurance questions: Joanne Todd - (941) 957-4545
- Planning, account related inquiries: Charity Shahan - (941) 957-4518
Market and Economic Commentary
Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's to come in our Weekly Market Commentary . Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary .
Recent News
This March the Weichel Fuller Mathis team had a blast at the 6th Annual Arcadia Spring Rodeo in Arcadia Florida. The Grandaddy of ‘Em Rodeo Competition included bareback riding, steer wrestling, team roping, saddle bronc riding, tie-down roping, barrel racing, and bull riding. This was an afternoon to remember!
This February the Weichel Fuller Mathis team had a photoshoot in Sarasota. The shoot began in downtown and ended outside the Van Wezel Performing Arts Hall. This location was a great backdrop which features colorful buildings and beautiful palm trees. The team was happy to find a cool place afterwards to escape the Florida heat!
