Anne Weichel, CLU®, ChFC®, CLTC®
Wealth Management Advisor


Weichel Fuller Mathis Financial

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

Recent News

Last November, The Weichel Fuller Mathis team attended the State College of Florida Foundation Annual Scholarship Luncheon. The event honored SCF student scholarship recipients and celebrated their achievements.

Last October, The Weichel Fuller Mathis team attended their annual Team Retreat in the beautiful Blue Ridge Mountains in North Carolina. The team met to discuss past accomplishments and brainstorming sessions included enhancing our client experience and developing our firm's vision and mission statements. The team also had the opportunity to strengthen our team dynamic by participating in various team building exercises. We can't wait to do it again this year!

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

Learn More>

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck