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.

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation, Insurance and estate planning.  Our focus includes individual clients in all walks of life.  We have the privilage to work with clients in the entertainment, fashion, medical professions and high net-worth individuals, and businesses.  Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.

Founded by Paul Stawinski , CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them.  Our practice centers its Financial Planning strategies around each individual's investment, Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client's lives.  Paul is a Certified Financial Fiduciary.

 Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC.328 Newman Springs Road, Red Bank, NJ 07701.732-280-6886. Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor, offers advisory services. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

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.