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.

I left Broadcasting to Become a Certified Financial Fiduciary® and Professional Grandpa

My Syracuse University, Television and Radio degree led to a long career serving clients in broadcast television. When I retired from Creative Production at WCPO, the E.W. Scripps TV station in Cincinnati, I followed my curiosity and took a hard right turn into financial services. 

Always keenly interested in numbers and planning, I earned an Associate's Degree in Accounting and Finance with Tax Practitioner Certification at Sinclair Community College. After becoming fully insurance licensed in Ohio for Life, Health as well as Property and Casualty, I added Variable with a Series 6 license to become a registered representative. 

I have enjoyed learning the financial services ropes with AXA/Equitable and Farmers Insurance. I have worked the past 4 tax seasons as an H&R Block Tax Professional for additional education and experience. My Certified Financial Fiduciary® designation is a crowning achievement enabling me to utilize this accumulated financial services experience at the highest level of integrity and trust.

And ya know, trust is key when taking care of a precious granddaughter which is my joy when I'm not working in the financial services world. My wife and I have gladly joined the support team while her parents pursue busy careers in medicine and business.

Kevin Wentz is a Certified Financial Fiduciary, a Certified Fraud Examiner, and a Certified Public Accountant. He has over 12 years of accounting and finance experience, working in both private and public accounting for several organizations and industries. He resides in Bismarck, North Dakota and currently works as a Senior Accountant for a public accounting firm. His current area of focus is providing accounting, bookkeeping, and business consulting to small and medium sized businesses across the Midwest.

Ike is a Certified Financial Fiduciary and for over two decades has been helping individuals and businesses navigate the intricate world of finance and investments as an experienced Insurance Asset and Retirement Advisor. His proficiency in financial planning, tax management, and asset protection allows him to create tailor-made solutions that cater to the individual requirements of our clients.

 His approach involves collaborating closely with families, individuals, and businesses to develop comprehensive financial strategies that align with their long-term goals and objectives. Whether it involves planning for retirement, preserving wealth, or estate planning, he offer personalized strategies that enable our clients to achieve financial security and peace of mind.

 As a life insurance agent, he is also aware of the importance of safeguarding what matters most. He works with our clients to identify their insurance needs and suggest suitable policies that can help protect their loved ones and assets. Whether it's term life insurance or permanent life insurance, he provides a range of options that offer financial protection and peace of mind.

 His dedication to excellence and client satisfaction has earned him a reputation as a reliable advisor and partner. He takes pride in delivering personalized service and building long-term relationships with our clients. Whether you are an individual or a business owner, he is available to assist you in achieving financial success and security. Schedule a consultation and learn more about how he can help you achieve your financial goals.

Honors & Awards

• Million Dollar Round Table
• President’s Round Table
• Honor Club
• Ambassador Club
• Joint Chiefs of Staff Honor

Ed started in the industry in 2004 and has specialized in managing growth of assets as a Registered Investment Advisor along with helping clients solve Tax  & Income concerns during their distribution years in retirement. Between maximizing Social Security Income & the Roth Conversion of Qualified Accounts, Ed leverages multi-year planning to avoid unnecessary tax consequences. Ed received a degree in Business from the University of Southern California and currently resides in Orange County, California. 

In addition to his career, Ed serves in Christian Ministries by serving in projects that reach out to those that are seeking inspiration in a Higher Power.

Leon King has fought for the freedom of this country and he continues to fight for your financial freedom. As a United States Navy veteran who served in the “silent service” elite submarine force including combat zones during Operation Iraqi Freedom (OIF) and Operation Enduring Freedom (OEF), he knows what it takes to protect and preserve while hitting targets and strategizing the best possible outcome.

He has worked with and trained hundreds of financial professionals across the country along with maintaining hundreds of clients. His primary focus is informing and educating his clients on the proper protection of assets and how to harness the power of pure compound interest to make those assets grow, securely leverage to accelerate the growth, and maximize the efficiency of money in every decision throughout all the various stages of life. He is humbly mindful of the fact that “none of his clients have ever lost a penny” and he ensures they are in the best possible position to win. In everything he does, the core values of the Navy—honor, courage and commitment—are at the forefront and every move he makes is done with integrity in the best interest of the client.

His team at MODERN Financial Group provides services for every realm of the financial spectrum to include debt relief, financial education, retirement planning, life insurance and annuities, health insurance, disability income protection, tax strategy, estate planning, business succession planning, in addition to both early- and late-stage college planning.

Reach out to him today to begin your financial freedom journey so you can make more money, keep more money, and make your money work for you. Your future is bright when things are done right!

“We must plan and prepare for tomorrow while living and enjoying today.”

                                              – Leon King

Yetti Esatu is a founder and CEO of Yetti Financial, LLC Agency.  Yetti has over 30 years of experience in business and currently possesses financial services licenses in many states.  Yetti is an advocate for teaching Financial Literacy in many states around the nation.  Yetti Esatu was awarded by the state of Maryland Governor, Secretary of State, Prince George County Executive, Anne Aroundel County Executive for helping others How Money Works.  Yetti Esatu is also the recipient of The Deborah C Offer Bulgin Foundation Award for Women of Virtue Walking in Excellence.  She is also featured on local television and podcast radio, The Voice of American, ABC, CBS, NBC, Nasdaq, WSJ, Market Watch, Oprah and Entrepreneur Magazines.