09/22/2026
Big news: Momentum Wealth Advisors is officially here.
This firm was built with a simple but powerful mission: to empower clients to identify, pursue, and achieve their goals through a personalized and comprehensive approach.
At Momentum, we believe financial planning is about more than charts and spreadsheets. It's about building a life that reflects what matters most to you and creating the confidence to pursue it. Our approach blends strategy with simplicity, discipline with enjoyment, and planning with purpose, helping individuals, families, and business owners move forward with clarity and momentum.
I'm also humbled to share that I've been recognized as a 2026 Forbes Best-In-State Financial Security Professional.
While I'm honored by the recognition, it's really a reflection of the incredible clients who place their trust in us and the dedicated team that serves them every day. Thank you for your confidence, partnership, and support. This work would not be possible without you.
As we begin this exciting new chapter, our commitment remains unchanged: to continuously learn, think creatively, over-deliver, and help our clients navigate life's financial complexities with confidence and purpose.
To everyone who has been part of this journey, thank you. We're excited for what's ahead and look forward to helping more people build momentum toward the future they envision.
Disclosure: (July 2026), based upon data as of December 31, 2025. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
