Momentum Financial Team

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Understand market movement

    Ups and downs in the market are normal over time. Learn how to stay focused on your goals.
    Gain insights
  • Tax planning strategies

    Learn how taxes can influence your financial planning decisions.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At Momentum Financial Team, we believe our guidance can help empower busy, hard-working people to make financial decisions that are supportive of their personal values. This personal and financial alignment aims to lead our clients on the path toward goal achievement and financial confidence.

Our systematic, ongoing financial planning process is hinged on energizing our clients to overcome procrastination and financial uncertainty. Understanding your values and goals, offering personalized advice, ongoing tracking and providing outstanding client service form the foundation of our model. We want clients to feel more confident when making financial decisions and less stress about the future.

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The Ameriprise difference

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)