Ira started in the investment industry in 1984 as a stock broker working for First Jersey Securities having a desire to help people become financially independent. He went on to work for several other regional and national firms including Shearson Lehman Brothers and Smith Barney. While working for Shearson Lehman Brothers, he completed the prescribed studies and satisfied the requirements for their Guided Portfolio Management Program.In April of 1996, Ira concluded – “to best serve my clients and provide impartial advice, I have to be independent.” As a result, he resigned from Smith Barney and formed the Work Financial Group in West Palm Beach FL.In October of 1996, he completed a one-year course through the Institute of Business and Finance designed to provide a deeper understanding of mutual funds and annuity programs.In 1998, he began his studies with The American College to earn the Chartered Financial Consultant Designation (ChFC®) which he completed in October of 2003.In July of 2003, having completed most of his required courses for the ChFC®, he satisfied the requirements of the International Association of Registered Financial Consultants and was awarded the RFC® designation.In August of 2008, Ira became part of the coaching team of Paul Winkler, Inc. His focus is helping clients understand the common mistakes investors make and what it takes to build successful portfolios. To enhance his client relationships, Ira provides education programs which help investors gain financial peace of mind. As an author, Ira has written articles that have been published in local newspapers and Financial Playbook magazine.In September of 2011 Ira completed the requirement coursework earning the designation AIF® (Accredited Investment Fiduciary).In December of 2012 Ira completed the required coursework through the American College earning the AAMS® (Accredited Asset Management Specialist) designation.In 2016 he earned the designation CASL® (Chartered Advisor for Senior Living) through The American College.In February of 2018 he earned the CRPS® (Chartered Retirement Plan Specialist) designation through the College for Financial Planning.Ira and his wife Elaine enjoy traveling, motorcycle rides, and golf. They have four children and reside in Nashville.

Char was born and raised in the Monroe/Sultan area of Washington state.  She graduated from University of Washington with BA in Communications.  She began her insurance career in 2000.

Char enjoys the freedom of self-employment and the security it offers her as a woman. She has dedicated her career to helping clients keep their Retirement money SAFE and growing! Char says that her greatest achievement in this business is that not one of her clients has ever lost a penny.

Char’s objective is to help clients eliminate as much confusion as possible in planning for their financial future.  She very diligent in helping clients achieve long term financial objectives by utilizing insurance products.  She believes that everyone should have someone with honesty, integrity, and a commitment to make things simpler and less complicated. Integrity and trust are more important than anything else in the business world.

Charlene: WAOIC License #250047

With a career spanning over four decades, in 1993, David Swanson founded Quantum Financial Group,an independent financial services firm dedicated to helping our clients meet their long-term objectives. When working with a financial professional it is important that all the moving parts of your plan work together, and we are committed to making that happen at the highest level, while always providing unbiased recommendations and impartial guidance based directly on your needs and goals. 

Our goal is to safeguard and protect both your financial dreams as well as the assets you have worked so hard to accumulate. And despite ever changing market volatility, and prevailing political and economic uncertainty, there are still proven time-tested strategies that can be implemented right now to ensure that one does not run out of income while also keeping one’s money securely protected from future market downturns. Additionally, we always remain focused on helping you achieve your financial dreams by providing various strategies for converting one’s savings into a long-term sustainable guaranteed income so that one can spend with confidence in retirement while enjoying the fact that their money is guaranteed, safe, and secure. 

As Certified Financial Fiduciaries we always provide our clients with excellent service. Building strong relationships with clients and their financial professionals is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to always exceeding them. Ultimately, we build and establish trust through competence, integrity, and transparency and always remain committed to helping our clients in building tax-advantaged wealth and creating guaranteed levels of income that they will never outlive. 

Rob was overseeing community and youth financial wellness programs for one of the largest credit unions in the nation when he first started to really understand the power of secure compound interest. As a Certified Financial Education Instructor, Certified Financial Coach, and now a Certified Financial Fiduciary, Rob deeply believes Knowledge is Power because applying that knowledge empowers us to create our best path forward. He has seen firsthand how traditional financial solutions were leading to suboptimal results and determined there had to be a better way. After many months of extensive research, Rob discovered there were indeed additional wealth strategies anchored in protection from market risk that can lead to greater income potential and security for his family. In 2019, he joined MPI® Unlimited, committed to helping people change the trajectory of their financial futures, just as he had himself. As the Nationwide Director over Agent Experience and Success, Rob currently focuses on supporting MPI® Certified Advisors with the knowledge and tools they need to successfully provide specifically structured solutions that meet their clients’ goals and objectives.

Rob has a Master of Business Administration from Benedictine University and graduated Magna Cum Laude with degrees in Spanish and History from Arizona State University. Rob believes each of us have daily opportunities to make an impact for good and loves that his work at MPI® Unlimited allows him a way to tangibly improve people's lives and disrupt false money beliefs. For Rob, breaking false narratives and generational patterns goes beyond his work at MPI® Unlimited. His family is his top priority and in addition to serving and playing together, taking regular one on one time with each of his 5 kids is one of his favorite things. He’s also grateful for coming into a greater awareness of the world of emotional healing and enjoys exploring various healing modalities. He actively practices emotional release and recently received his certification in the Integrative Processing Technique.

Ngoc’s story is truly inspiring, showcasing her remarkable journey from a career in education to becoming a Certified Financial Fiduciary®, National Social Security Advisor®, and Retirement Income Strategist. Her transition highlights her courage and adaptability, merging her passion for education with her expertise in the financial industry. With a Master’s in Education Administration and 18 years in the public school system, Ngoc’s shift represents a pivot toward helping pre-retirees and retirees navigate the complexities of the decumulation phase in retirement planning.

Her involvement as a Co-Producer in the thought-provoking documentary, “The Baby Boomer Dilemma,” further illustrates her dedication to education by raising awareness about the critical issues in retirement planning. Her focus on ensuring a safe, secure, and stress-free retirement demonstrates her commitment to improving people’s financial well-being, especially during their later years.

Born in Vietnam, Ngoc experienced the turmoil of war firsthand, escaping its perils on a fishing boat with her family at the age of five. This challenging journey instilled in her a deep sense of empathy and understanding for those who have faced adversity and overcame hardships. Despite the demands of her professional life, she has been a devoted full-time single mother since her son was 6 months old and cherishes their quality time together. Her dedication to education, financial empowerment, and compassion for others is a testament to her resilience and determination.  

Diligent and persistent by nature, Marcus’ commitment to his clients starts with the highest standard of ethics. For him, it isn’t just about business because he cares about each one of his clients and conducts business with them like they are family. He strives to always provide them the best service possible and the right strategies to ensure their long-term success.

Marcus’ expertise lies in his ability to deduce the best pathway possible for clients. Nothing feels better to him than knowing he’s helped his clients fulfill their immediate and long-term needs. He appreciates their confidence in him as a go-to resource throughout such a sensitive process and believes it to be an honor to do so.

Bruce Robertson is comprehensive financial planner who has had the privilege of helping meet the diverse financial needs of his clients’ lives for more than 25 years.  As a Certified Financial Fiduciary, Bruce and his team separate themselves by placing a keen focus on developing an enduring relationship with each of his clients throughout the financial planning process.  He understands the importance of fully grasping the unique financial goals of a client to demonstrate the trust that is placed with him.  His typical client allows him to offer input into their financial picture only after a careful review of their current goals has been conducted.  He works diligently to instill a sense of confidence that his clients have taken the appropriate steps to plan for their financial future and the legacy they desire to leave behind.

Bruce offers fee-based comprehensive financial planning that addresses the areas of wealth management, retirement planning, risk management and estate planning for individuals and the complex needs of business owners.  This often involves not only the strength and support of his own team of specialists, but also the partnership with his clients’ attorneys, CPAs and other advisors to create a plan that achieves the maximum positive financial impact on each client’s wealth objectives.  Bruce has worked with the diverse needs and many times conflicting perspectives of employees and management, as well as the interactions of various levels of internal and external corporate relationships, to provide exceptional financial planning services and inspire excellence in his client’s lives. When he is not spending his personal time with his family, Bruce enjoys performing on the alto or soprano saxophone, serving at his local church or jogging on any of the myriad of trails in and around Houston.

Paul Stawinski, CLU, Certified Financial Fiduciary

Paul is a graduate of Duquesne University where he earned his B.A with honors in Psychology. He earned his Chatered Life Underwriter designation from The American College in 1988. He also studied Advanced Financial Planning at Harvard University. Paul has also earned the designation of Certified Financial Fiduciary (CF2)

Paul has over 25 years of experience in the financial services industry. Before founding CLU Wealth Advisors, he began his career in financial services at The Equitable and held executive VP positions at AIG, The MONY Group, and Ameritas. He spent a year in Poland being assigned by AIG to consult with the CEO and senioe executives of the Polish Financial Services company of AIG. 

Today, he runs a value-based financial planning practice focusing on client's objectives, needs, and individual goals. Each dialogue begins with a thorough understanding of the client's situation and a committment to creative solutions to financial issues. The result is a plan designed to provide a sense of security and confidence in the client's financial well-being today and in the future. 

Paul is an avid and passionate Sailor and a USCG-licensed Captain. He is affiliated with the Sea Cliff Yacht Club and the Masonic Yacht Club. For 10 years, he was an NYPD Auxiliary Highway Patrol Officer. His affinity for music has been lifelong, particularly as the lead singer in his band. Paul is a Growing Up Africa Foundation and World Animal Protection organization member. He lives in Manhattan with his wife, daughter, and their three dogs. 

Steve R. Larsen is a distinguished Certified Public Accountant (CPA) and Certified Financial Fiduciary with a proven track record of excellence in the financial sector. With extensive experience as a Chief Financial Officer (CFO) in the banking industry, Steve has demonstrated unparalleled expertise in strategic financial management and has successfully spearheaded substantial growth initiatives.

During his tenure as CFO of a prominent bank, Steve played a pivotal role in orchestrating a remarkable transformation, propelling the institution's monthly revenue from $20 million to an impressive $650 million. His visionary leadership, coupled with his astute financial acumen, enabled the bank to achieve unprecedented levels of success and profitability.

Beyond his professional achievements, Steve is deeply committed to his family and cherishes spending quality time with his wife and five children. An avid sports enthusiast, he finds joy in the competitive spirit of tennis matches, the exhilaration of wake-surfing on the water, and the adrenaline rush of mountain biking through rugged terrain.

Steve is also the visionary creator of the Continuous Cash Flow Method, a scientifically proven approach that empowers individuals to create safe, sustainable, increasing cash flow in retirement. This innovative method has revolutionized financial planning, providing individuals with a reliable strategy to optimize their financial future with confidence.

With his multifaceted expertise, unwavering dedication to excellence, and zest for life's adventures, Steve R. Larsen continues to make a profound impact in both the financial realm and personal pursuits alike.

An industry Insider and Fiduciary, Mr. Rosenberg is a 35-year investment industry veteran, with experience as a successful financial planning professional, as well as an institutional distribution executive. He has helped thousands of families protect, preserve, grow, and create generational wealth. A family business for almost 70 years, he has been involved in every aspect of the planning process. As a distribution executive, he has consulted and helped to build products, platforms, and the infrastructure for distribution for some of the largest investment firms in the world. In addition, he has been a presenter and coached hundreds of the most successful financial advisors in the industry on public speaking and presentation skills, value proposition, branding, and practice management. He has been a regular contributor to American Media Periscope Television and Patriot TV (interviews recorded on his website).

Mr. Rosenberg graduated with a Bachelor of Arts from the University of Georgia and a Master of Business Administration (MBA) from the University of Miami school of business. He has earned the chartered life underwriter (CLU), chartered financial consultant (ChFC), and certified financial fiduciary (CF2) professional designations. He volunteers his time with sea turtle rescue operations, the Nature Conservancy, Florida beach and pier clean-ups, and diving assistance for wounded veterans. Passionate about his kids, the environment, and ocean photography. Author of Honest Conversations which is available on paperback, Kindle, and eBooks. www.rosenbergwealthmanagement.com for interviews and company information.