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A trusted advisor supports your financial journey—one that lasts for the rest of your life. Helping you feel secure about your future is at the heart of what we do. We’d appreciate the opportunity to start earning your trust.


Cindy Bryant RFC, CRPC

Managing Partner / Chartered Retirement Planning Counselor, Registered Financial Consultant



“Everyone has a unique relationship with money, and it is fascinating learning the reasons why,” says Cindy Bryant, Momentum Financial Partners co-founder. “When I look back at my childhood and my own relationship...

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Brett Fallon, CRPC

Managing Partner / Chartered Retirement Plan Counselor



“I get to come to work every day and do something that I love,” says Momentum Financial Partners co-founder, Brett Fallon. “In fact, the best part is figuring out all of the different ways I can come up with to...

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Andrea Bryant

Director of Operations



“I love my job because no day is ever the same. My job challenges me each day in different ways, so it is never boring. We work with some pretty amazing people!” Director of Operations Andrea Bryant says. Andrea has over 15...

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Matthew Jones

Financial Advisor / Financial Planning Specialist


“It’s fulfilling to help our clients. My job is interesting, challenging, and unique. There’s never a dull moment,” says Financial Planning Specialist, Matt Jones. “The atmosphere feels like family.”...

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“Every year, the complexity of Medicare is put on display when seniors choose their Medicare plans for the following year.” said Marcus Moran, Medicare Specialist at Momentum Financial Partners. “People make mistakes,...

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