Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
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.”
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.
As the Founder, President and CEO of Transition Advisor Group, a company including Transition Planning Associates, an insurance brokerage firm, June has insurance licenses in Maryland, North Carolina, South Carolina, Pennsylvania, Virginia, and Texas. She and her team have a strong desire to help families establish a plan for their life goals and takes time to truly listen to her clients and understand their individual circumstances.
June and her team work with her clients to build, manage and protect their assets through their life's transitions. Her services include retirement income strategies Social Security maximization, final expenses, along with tax minimization strategies to help create prosperity through effective planning.
Jaden grew up in Northern Utah and through witnessing family and friends who often struggled financially, recognized at a young age the importance of consistent growth; continuous learning to best use the most important asset, yourself. From a young age he had a strong desire to better understand business and finance. He went on to own multiple rental properties in his early 20’s and started a successful company. He has since dedicated the last decade to furthering his financial education.
As Ayn Rand said, Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. Much of Jaden’s focus has been on helping others utilize their most important asset, themselves.
After attending Weber State University and the University of Utah, he furthered his education in two of his biggest passions, Real Estate and Financial Literacy.
An active cash flow Real Estate investor and Wealth Strategist, he personally employs and helps others implement financial freedom with the Perpetual Wealth Strategy, as well as other powerful financial strategies. Jaden used these same strategies to finance investment properties and extensive medical bills for his premature twins, and currently resides in Northern Utah.
Sina Azari, Certified Financial Fiduciary®, CSA, CLTC
Sina Azari is a Certified Financial Fiduciary with a track record of delivering exceptional financial guidance for more than 2 decades. Specializing in strategic financial planning including insurance and real estate, trust and estate conservatorship, he brings a deep understanding of these complex areas to provide clients with tailored solutions.
With a steadfast commitment to fiduciary duty, Sina prioritizes clients' best interests above all else. His expertise in navigating intricate financial landscapes empowers clients to make informed decisions and achieve their long-term financial goals.
Sina Azari, Certified Financial Fiduciary®, CSA, CLTC
Clint Huntrods is an experienced educator with a passion for helping people retire. With a PhD in Educational Policy and Leadership from the University of Iowa, Clint is passionate about empowering others through education. Clint has his life, health, and accident Iowa insurance licenses and his Series 65 securities license. As a retirement planner, Clint can help pre-retirees make all of the one-time decisions that come with retirement. His experience and relationship-building skills allow him to help ease your retirement worries and focus on living out your retirement vision.
Zach Keister joined Nelson Financial Planning in September of 2021 as a Relationship Coordinator. Before embarking on his career in financial planning, Zach spent 8 years as an Engineer in a central Indiana fire department, where he developed invaluable skills in leadership, crisis management, and teamwork. His experience in public service instilled in him a deep sense of responsibility and a commitment to serving others—a foundation that continues to inform his approach to client relationships at NFP.
Since joining NFP, Zach has demonstrated a strong commitment to professional growth and excellence. He has earned several notable designations including Certified Financial Fiduciary®, Certified Fund Specialist, and Chartered Retirement Planning Counselor. Zach holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts. These achievements highlight his dedication to mastering the intricacies of financial planning and upholding the highest standards of fiduciary responsibility for his clients.
Currently pursuing a business degree from Indiana University, Zach remains committed to expanding his knowledge and staying abreast of industry trends to better serve his clients and contribute to the growth of Nelson Financial Planning.
Outside of his professional pursuits, Zach enjoys engaging in intellectual challenges such as playing chess, which complements his strategic thinking skills honed through years of public service and financial planning. He also finds enjoyment and relaxation in the exhilarating freedom of motorcycle riding.
As a Certified Financial Fiduciary, Houston creates retirement trail maps that help clients enjoy a carefree lifestyle without worrying about checking the market every day or being exposed to major market losses. He absolutely loves helping people plan for retirement and hearing about their travel plans, home projects and goals. We live by one motto in our office. Keep it simple, keep it safe and retire happy!
Houston has two amazing kids who keep him on his toes. He’s been married for eight years to his wife, who is also his best friend. They love spending quality time with each other and planning their next big adventure! They are both natives of Northeast Indiana and are fortunate to be able to help with various community projects and volunteer at their church.