Carol Anderson is the founder and President of Money Quotient. She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services. Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging. As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association, Purposeful Planning Institute, and Financial Therapy Association. When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.
Amy Mullen, CFP® is Vice President of Money Quotient. In this role, she frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. She also focuses much of her time conducting trainings and providing individualized coaching and consulting to financial planning practitioners. Amy is a CERTIFIED FINANCIAL PLANNER™ and completed an Interdisciplinary Studies Degree with a concentration in “Financial Motivation & Change” at Marylhurst University. Amy is a member of the Financial Therapy Association and Financial Planning Association. She has served on the board of the FPA of Puget Sound chapter and as a Task Force member for the 2015 National FPA Retreat. Outside of the office, Amy enjoys getting out doors, photography, live music, and cooking.
Kelly Wilkerson is the Director of Learning Opportunities for Money Quotient. In this role, Kelly plans and schedules Money Quotient events including webinars, training programs, and special events such as the MQ Retreat. She also makes arrangements with presenters and event venues, facilitates webinar sessions, oversees event marketing, and manages the MQ Event Calendar and the Learning Opportunities Recordings Archive. Outside of work, Kelly volunteers with the S.M.A.R.T. (Start Making A Reader Today) program and enjoys hiking, reading, and spending time with friends.