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.

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 began his career in the financial services industry in 2001 after graduating from the University of  Southern California. As a Market Risk Management Specialist, he educates his clients by providing them with easy-to-understand information that allows the client to put in perspective decisions that will have a significant impact on their retirement income. Ed's specialties include:

Tax-Free Roth Conversions

Tax Reduction Strategies

Retirement Planning                                                

IRA & 401k Plans

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