Mom Was Right: Family Tragedy to Financial Freedom: How a Widowed Mother of Seven Retired Debt-Free

Larry Mathis is the founder and CEO of Mathis Wealth Management, a personal financial planning practice in Phoenix. Although he has extensive education and experience in financial planning, his first lessons about handling money came from his loving mother, Jeannine. She imparted her wisdom to Larry and his six siblings – not with lectures – but through her old-fashioned values and incredible work ethic. Jeannine had the daunting task of caring for and supporting seven kids on her own, after her husband was killed at the age of 37.
The life lessons Larry learned from his mother have guided him throughout his personal and professional life. During his 25-year career in the financial services industry, he has helped scores of people develop and implement their financial plans. And thanks to his mother’s invaluable lessons, he also shares with them the importance of identifying their values and priorities to establish meaningful financial goals.

Larry is a Certified Financial Planner professional and Accredited Investment Fiduciary, as well as the author of "Bridging the Financial Gap" and co-author of "The Tools of the Cross." He enjoys public speaking and teaching and has spoken to audiences throughout the U.S. on personal financial management.

Larry graduated from Arizona State University in 1984 and married his high school sweetheart, Rhonda, a year later. He resides in Phoenix with his wife and three sons, Trent, Jared, and Cameron. He is an avid outdoorsman and enjoys music, and most of all, spending time with his family.