Meet The Team
The team at Momentum Wealth is driven by our passion of helping clients make continual progress toward their financial goals. Strong teamwork in our office will always be a hallmark of our firm.
With over 100 years of combined experience in the financial services industry, our seasoned team is ready to serve the needs of our diverse clientele. We enjoy getting to know the unique needs of each client and tailoring their service appropriately. No one strategy fits everyone, which is why every client gets focused attention - from planning to implementation to follow-up.
Senior Client Service Manager
Client Service Specialist
Retirement Plan Architect & Trading Specialist
Please reach out to us to start a conversation so we can find out if your financial needs align with our services. There's no fee or obligation for this discussion and we don't believe in high pressure sales. We're here to be a resource for you.