Specialties
About Me
Seasoned financial executive with a distinguished career in financial consulting and investment management.
Recognized for consistently surpassing targets and catalyzing substantial business growth. Demonstrates unparalleled proficiency in cultivating high-value client relationships, delivering innovative financial solutions, and leveraging technology to enhance engagement, efficiency, profitability, and scalability. Known for strategic thinking, creativity, and a balanced EQ/IQ. Equipped with the core competencies necessary to exceed expectations and achieve business objectives.
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Interests & Hobbies
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Always free for clients.
Credentials
CFS, MBA, ChFC, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Momentum Wealth Management is a registered investment adviser located in Chicago, Illinois. Momentum Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Momentum Wealth Management’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Momentum Wealth Management’s website on the Internet should not be construed by any consumer and/or prospective client as Momentum Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Momentum Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Momentum Wealth Management, please contact the state securities regulators for those states in which Momentum Wealth Management maintains a registration filing. A copy of Momentum Wealth Management’s current written disclosure statement discussing Momentum Wealth Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov – or from Momentum Wealth Management upon written request. Momentum Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Momentum Wealth Management’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Copyright © 2025. Momentum Wealth Management. All rights reserved. Privacy Policy Disclosure