Broker Check

Your Momentum Financial Partners Team

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.

 

Andrea Bryant
Director of Operations

Director of Operations

(480) 237-5794

(480) 237-5788

andrea.bryant@momentumfp.net

“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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Brett Fallon CFF®, CRPC®
Managing Partner

Managing Partner / Certified Financial Fiduciary / Chartered Retirement Planning Counselor

(480) 237-5795

(602) 691-6151

brett.fallon@momentumfp.net

Brett is a Certified Financial Fiduciary® and a Chartered Retirement Planning Counselor® specializing in helping families that are facing transitional events. 

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Cindy Bryant, CFF®, CRPC®, RFC®
Managing Partner

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

(480) 237-5790

(480) 237-5788

cindy.bryant@momentumfp.net

“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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Donna Jewett

Estate and Trust Attorney

(480) 949-6500

donna@truestlaw.com

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...

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Eric Bailey

Financial Planning Specialist

480-237-5791

602-888-0559

eric.bailey@momentumfp.net

Finances are a very intimate and vulnerable part of an individuals’ life, and it is an honor for me to be able to assist people in developing and working through their financial goals and objectives.  Every experience...

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Marcus Moran

Medicare Planning Specialist

(480) 237-5787

(480) 237-5788

marcus.moran@momentumfp.net

“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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Matt Jones, CFF®

Chief Financial Planning Strategist / Certified Financial Fiduciary

(480) 237-5792

matt.jones@momentumfp.net

“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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Michelle Boncel, CPA

Certified Public Accountant

(480) 444-8361

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...

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