Your Momentum Financial Partners Team

Our collabrative team approach adds perspective to all we do and provides increased benefits to our clients.

Managing Partner / Certified Financial Fiduciary / Chartered Retirement Planning Counselor, Registered Financial Consultant

(480) 237-5788

Managing Partner / Certified Financial Fiduciary / Chartered Retirement Planning Counselor

(602) 691-6151

Chief Financial Planning Strategist / Certified Financial Fiduciary

Director of Operations

(480) 237-5788

Medicare Planning Specialist

(480) 237-5788

Estate and Trust Attorney

Certified Public Accountant