Amy BettsVolunteer Financial Mentor Passionate About… Budgeting Debt Management Purchasing a Home Amy is a leader with deep experience in finance, investor relations, sustainability, environmental, social & governance (“ESG”) and diversity, equity & inclusion (“DEI”). In her current role, she provides leadership and strategic vision to develop, implement and advance enterprise-wide ESG and DEI programs…
Amber OliverVolunteer Financial Mentor Passionate About… Budgeting Education Financial Literacy Born and raised in Louisville, KY, I have over a decade of experience in the financial industry. Currently working in the Wealth Management & Trust department for a regional bank and previously worked for an investment firm where I gained a wealth of knowledge in…
Rob RyndersCFP® Volunteer Financial Mentor Passionate About… Budgeting Debt Management Retirement Plans As a husband, father, and financial planner, Rob has a passion for helping others. Previously a leader in the nonprofit world, Rob loves helping others bring structure and meaning to their finances so that they can achieve their goals and dreams. Originally from…
Zach Van KirkCFP® Volunteer Financial Mentor Passionate About… Investing Taxes Retirement Plans I graduated from Texas Tech University in 2021 with a B.S. in Personal Financial Planning and immediately began working as a Financial Advisor at WPWealth in Fort Worth, Texas. Since then, I’ve continued to build trusted relationships with clients, coworkers, and peers. I’ve…
Chase MartinVolunteer Financial Mentor Passionate About… Budgeting Investing Under/Unbanked I love finding unusual ways to be frugal! Whether it’s buying a 6 month supply of toilet paper when there’s a good price or using clever tax optimization strategies, every little bit adds up! I used to be a high school teacher, but we saved up…
Kent Burke Volunteer Financial Mentor Passionate About… Retirement Plans Budgetting Purchasing a Home I am a retired financial professional who served many years as both a retail and institutional bond trader. Fixed income is my passion! I now spend time as a floral designer and mentor, and I enjoy gardening, traveling (especially skiing!), and hiking.…
Suzanne CohenVolunteer Financial Mentor Passionate About… Budgetting Purchasing a Home Debt “Suzi” enjoys working with clients, thrives on solving complex problems, and appreciates the opportunities for continuous learning. In 2023, Suzi joined Mercer Advisors through the acquisition of Private Asset Management, Inc. (PAM). At PAM she spent 24 years on the client service and operations…
Elizabeth MillerProgram Associate A LITTLE MORE ABOUT ELIZABETH:Elizabeth Miller recently completed the coursework for 3rd Decade and is excited to join the team as a Program Associate. They are passionate about financial empowerment and education, LGBTQIA+ health and wellness, cultivating community and supporting local businesses. Elizabeth has lived in Tucson for nearly 10 years now but still…
GOLDEN NUGGET Program PAW-ssociate A LITTLE MORE ABOUT GOLDEN NUGGET:Meet Golden Nugget our very talented Program Paw-ssociate. Whether it’s chasing virtual squirrels or mastering the art of binary barks, I am always ready to pawsitively contribute to the digital world with a wagging tail and a pawsative attitude.
Robert KocemboChFC Volunteer Financial Mentor Passionate About… Education & Literacy Women’s Rights Seniors Robert is an AD, with a ChFC, ESG Certificate from CFA Institute, and SIE, 63, 66. He is also a CFA and CIPM Candidate. A social cause I care about is… Debt Management A quote I live by is… “Focus“ The title…