Your Momentum Financial Partners Team
Andrea Bryant
Director of Operations
Director of Operations
(480) 237-5788
“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...
Brett Fallon CFF®, CRPC®
Managing Partner
Managing Partner / Certified Financial Fiduciary / Chartered Retirement Planning Counselor
(602) 691-6151
Brett is a Certified Financial Fiduciary® and a Chartered Retirement Planning Counselor® specializing in helping families that are facing transitional events.
Cindy Bryant, CFF®, CRPC®, RFC®
Managing Partner
Managing Partner
Managing Partner / Certified Financial Fiduciary / Chartered Retirement Planning Counselor, Registered Financial Consultant
(480) 237-5788
“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...
Donna Jewett
Estate and Trust Attorney
Donna Jewett will be the first to tell you she prefers to keep things real. It’s what makes her a really effective estate and trust lawyer. Direct, genuine, highly-informed and compassionate – these are the qualities that...
Marcus Moran
Medicare Planning Specialist
(480) 237-5788
“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,...
Matt Jones, CFF®
Chief Financial Planning Strategist / Certified Financial Fiduciary
“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.”...
Michelle Boncel, CPA
Certified Public Accountant
ambconsultingservices@gmail.com
AMB Consulting Services WebsiteAfter 14 years of working in public accounting and industry, I started AMB Consulting Services to create a custom accounting firm to help small business owners and entrepreneurs succeed in their...