Dr. Mary Bell Carlson, Ph.D., CFP®, AFC®
Hello and welcome! I am a busy mom just like you. My love of personal finance started when I was sixteen years old working as a teller at the local bank in a small town in West Texas where I grew up. I knew I loved working with people and teaching about money. That started my educational pursuits where I have earned both my master’s degree (Texas Tech University) and Ph.D. (Kansas State University) in personal financial planning with an emphasis in financial therapy.
I currently teach at the University of Georgia in the financial planning program. I have also earned my Certified Financial Planner® and Accredited Financial Counselor® designations. I have traveled all over the world speaking to a variety of audiences on personal finance topics and how to have a healthy relationship with money.
Since getting married and having my two beautiful daughters, I have decided to take a different approach to personal finance and now I help moms, just like you, make smart money decisions and have healthy financial relationships. Thank you for stopping by, and we hope you learn something while you are here.
To learn more about Mary and her background, visit her LinkedIn profile.
To learn more about Mary’s career and philsophy, listen to this podcast.
I graduated from the University of Georgia with an undergraduate in consumer economics, but during my last semester, I discovered an elective in financial counseling and client communication. This class not only intrigued me but also hooked me to the point that I went back to get my master’s degree in Financial Planning. I was so enamored with the concepts that were being taught, everything from taxes to retirement to estate planning, and I decided this was the career for me. As for some good fortune, I also happened to meet my now-husband in the financial planning program.
I took my first Financial Planning job in San Francisco where we worked for a few years before returning to Georgia, our home state, to start a new life. I currently volunteer with the Volunteer Income Tax Assistance program (VITA), Chief Financial Mom, and many other consumer-facing personal finance initiatives. My passion is to educate others to help them live their best lives full of passion and purpose with those they love most.
To learn more about Faith and her background, visit her LinkedIn profile.