Key Profiles

Robert W. Larsen President & CEO Bob began his illustrious career in the financial services industry in 1965. Since that time, his quest for knowledge has elevated him to a level of expertise that very few advisors have been able to achieve. Bob's high net-worth clientele reflects his level of expertise and reads like "Who's Who" in the business and professional community. Bob spends over twenty-five percent of his time with the brightest legal and accounting minds, analyzing and understanding how to take ideas and dreams and make them a reality. As a result, Bob displays a seasoned understanding of the needs of high net-worth individuals and business owners. Bob places a special emphasis on the simplification of complex concepts as they relate to business, family and personal goals. Bob is frequently asked to speak at national industry events and education seminars for accountants, lawyers and community business leaders. Bob is the owner and president of The Rushmore Group based in Newport Beach, California. Bob resides in Mission Viejo, California with his wife Randi and his daughter Maddi. Favorite Quote: “When you stop dreaming, you start dying.” Maxwell Maltz, MD Area of Specialty: Estate Protection and Exit Enhancement Planning

Nels Klyver, PhD Vice President-Organizational Development Nels Klyver is the President of The Value Transfer Group and serves as a member on the Board of Directors for The Rushmore Group. Nels and his colleagues have developed a number of powerful tools and techniques that empower businesses to achieve outstanding results. Nels specializes in assisting family owned businesses find solutions to the various complex issues they face. Nels’s special abilities have helped scores of businesses significantly enhance profitability and market share. He has been dedicated to helping businesses realize their true potential for over 30 years. Dr. Klyver earned a Ph.D. in Organizational and Industrial Psychology from Kansas State University (1974). From 1973-1979, he served as a professor at Whittier College and co-directed an MBA program for seven years. Area of Speciality: Family Value, Pride, Traditions, Conflict Resolutions, Business Vision, Mission and Purpose

Kevin La Mont, ChFC Vice President-Advanced Strategies Kevin is the Vice President of Advanced Strategies. He has a background of 13 years in the Financial Planning industry specializing in the areas of Estate Distribution, Estate Tax Reduction, Asset Protection and Business Secession Planning. Kevin’s expertise is derived through his knowledge of estate tax law, trust law and the ability to see potential family dilemmas, which often emerge in the transferring of ones assets and/or business. Having spent the past four years working with clients of some of the largest brokerage firms, on a national level, Kevin not only brings his vast knowledge and insight but a degree of expertise, which can only be obtained through first hand experience. It is through the solutions and implementation of his strategies that his clients realize the benefits of his work for multiple generations. Favorite Quote: "To accomplish great things, we must not only act but also dream; not only plan but also believe." Anatole Frabce - Nobel Prize for literature in 1921

MaryAnn McCarthy Corporate Benefits Manager Mary Ann McCarthy, the President of Taymac Associates, Inc., began managing company retirement plans in 2001 as a financial advisor with a large independent financial services firm. During the beginning stages of her career, she recognized that participants were not receiving the education and attention needed to empower them for long term success and as a result the plan was in jeopardy. Having spent ten years in the educational arena, Mary Ann applied her experience to the development of innovative programs for reaching plan participants and ensuring overall plan success. Mary Ann was soon appointed to Vice President, Head of Retirement Services, responsible for managing a large base of business plans with great success. When asked about her success in the retirement plan environment, Mary Ann responded, “We put our heart into it. We care about their success, their lives. The people we work with feel that and choose to get involved in learning and saving. Trustees receive greater protection from potential lawsuits, highly compensated employees are allowed to participate more fully and all employees are empowered to participate and experience long term success in their retirement planning. That is a successful plan…our pride and joy!” Area of Speciality: Team Incentive, Overhead Efficiency, and Estate and Wealth Transfer

Fiona Jones Vice President-Client Development Fiona is the Vice President of Client Development for The Rushmore Group. Her focus is on coordinating the activity of the top corporate and financial advisors throughout the Country. Fiona specializes in creating an environment whereby advisory teams work together for the greater good of the client. Fiona’s background is in the financial services arena, primarily in a marketing and relationship management capacity. Her goal is always to exceed the expectations of each and every Rushmore client, ensuring that their entire experience is exceptional and most importantly that their objectives are achieved. Fiona received her Bachelor’s degree and Certificate in Marketing from the University of California Irvine, where she also played on the women’s tennis team. Area of Specialty: Relationship building.

Michelle Holmon Assistant Vice President-Client Development Michelle is a native of California. She brings to the Rushmore team a sense of pride in delivering world-class service to our elite and exclusive client database. Prior to joining the Rushmore team Michelle critiqued the customer service of some of Orange County’s most renowned businesses as a “mystery shopper”. Michelle has past experience of working with one of Orange County’s leading non-profit organizations as a Program Manager and was also the New Business Manager of a developing General Agency. In regard to the success of The Rushmore Group, Michelle believes there is a winning formula. “Have a sense of pride and commitment in what you are doing. Inform your clients of what you can do to help them, and then follow through and do it! Do these things and everything else will fall into place”. This is the key that sets Rushmore’s team client service apart from everyone else. Michelle is very proud to be apart of such a knowledgeable and customer focused group of individuals. “All of us play a strategic part in helping our clients reach their goals. Each client has his or her own passion and path to follow. Since each team member is a specialist in his or her own field, it is like our client has their own financial surgical team to help heal each ailment that keeps them from their passion.”

Jan Kylander Accounting Manager