Ken: We have Carrie Mikell, Carrie is a mother of 3 children ages 6-1 and has been married to the love of her life for over 7 years. She has a bachelor's degree in business with an emphasis in finance from Brigham Young University and has been working in the financial services industry for over ten years now. Previously she focused her attention on high-net-worth retirees but recently decided she finds more joy in helping younger families achieve their dreams. When Carrie isn't working on her business or cleaning up after her three small children, she can often be found in the great outdoors enjoying nature and taking her children on grand adventures. Welcome to the Show Carrie

Carrie: It’s important to say that I’m first and foremost passionate about life’s adventures. I’ve traveled the world, lived and worked in 5 different countries, climbed mountains and repelled down 250ft cliffs to see sights very few people get to see, etc. I wrote my first bucket list when I was 16 and have been checking things off ever since. I’ve only been able to do this because of the personal finance principles I learned early on. As such, I’ve gained an additional passion in helping individuals and young families achieve their dreams, and I do this through sound financial coaching. As someone who is naturally logical and pragmatic, I enjoy the strategizing and quantitative work. I’m also greatly enjoying building my team, specifically focusing on incredibly talented women. I feel that I’m in a unique position to widen the world of financial consulting and make it more inclusive.

Ken: What is the toughest thing you have had to overcome in your life?

Carrie: It's a long mess of a story, but I was essentially homeless during my senior year of high school. Getting myself through school and supporting myself financially -- especially at that age -- was a major struggle, but one that has helped shape me into who I am today.

We also talked about What is the biggest goal you are working on right now?

Many people have fear and secrecy around money. Why is that and how do they get past it?

If there were only three truths that you leave for this world and your posterity, what 3 truths would you leave for them that could lead them to have an amazing life? My knowledge, hopefully a little more peace and understanding, opportunities. We really aren’t a family that focuses on obtaining things but we are big on experiences and we hope that those experiences give our children and others a greater understanding of all the good and beauty there is out there in the world.

What is the best way for folks to connect with you? Carrie Mikell, ChFC | LinkedIn

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