Biography

Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects. After getting married and having her two daughters, she started ChiefFinancialMom.com, a personal finance education platform to help busy moms.

Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University. She earned her Ph.D. from Kansas State University in Personal Financial Planning with an emphasis in Financial Therapy; her master’s degree is from Texas Tech and her undergraduate from Brigham Young University. She holds both the Certified Financial Planner® and Accredited Financial Counselor® designations.

Dr. Carlson has become a sought-after speaker and consultant given her wealth of experience and expertise in the field. She cares deeply about people and is committed to helping others understand more about money, communication, and relationships.

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Testimonials

Mary is particularly skilled in fostering and facilitating dynamic discussions on difficult topics and bringing her audience to a consensus. Her speaking strategies are successful and of great benefit to her audiences.
– Beth (Mary E) Riffle, Military Advocate & Spouse
As a speaker, Mary engages her audience with a unique combination of intellect, field knowledge, and approachability.
– Rachel DeLeon, AFCPE Interim President

Booksby Dr. Mary Bell Carlson

Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional

Blog Posts

Charismatic Storytellers: The Social Wonderbringers of Happiness

✨ Striving for constant happiness is unrealistic and unsustainable, depriving us of the rich tapestry...

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Striving for Financial Security or Seeking Life Well-Being?

💰 Money is a sensitive topic, often reflecting our sense of success. But today, we're...

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Celebrating Reaching the Summit in Hawaii

Last week, I was privileged to support LPL Financial's top advisors affiliated with banks and...

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5 Rules to Be Smart With Your Money

In today's uncertain world, financial security isn't just a luxury—it's a necessity. Dealing with money...

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Feeling Zapped by Technology? Try This Simple Solution!

🤳 If you're feeling drained by constant exposure to technology, here's a quick fix: get...

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Job Security and Growth Mindset

✨ When it comes to job security in today's ever-changing professional landscape, cultivating a growth...

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