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If nothing else, I hope students learn to make smarter personal finance choices for both themselves and their families.

Mary Carlson, Ph.D., CFP®, AFC®


I love being able to teach others important aspects of personal finance before they have to learn the hard way.

Financial planning contains all of the relevant fields needed to succeed with your personal financial matters. I remember asking my father several years ago how he learned about retirement, insurance, and investments. He told me that it was through the “school of hard knocks” also known as life. That’s the moment I realized I wanted to teach others so they wouldn’t have to go through those same life lessons.

In the past, I have worked in a variety of roles including: speaker, consultant, government relations specialist, and technical advisor, to name a few. I have written numerous academic articles and have been featured in several publications, including Kiplinger’s Personal Finance, Fox Business News, Investment Advisor,,, and Investment News. I care deeply about people and am committed to helping others understand more about money, communication, and relationships.