Robert and Loletta K.

Robert and Loletta K. possess extensive experience in financial consulting and education, currently serving as a Volunteer Financial Mentor at 3rd Decade and holding multiple Chartered Financial Consultant roles within various organizations, including The Prosp(a)rity Project and Apprisen. Additionally, Robert and Loletta K. contribute as an IRS VITA Preparer and Site Coordinator and have a longstanding association with Goldman Sachs as a Float, facilitating acquisitions. Robert and Loletta K. hold numerous educational qualifications, including degrees and certifications from prestigious institutions such as Ferris State University, MIT, and the CFA Institute, showcasing a strong foundation in financial planning, optometry, and consulting. Moreover, Robert and Loletta K. have been actively involved in the Professional Bowlers Association and the United States Bowling Congress as a coach, reflecting a diverse skill set and commitment to community engagement.