Personal Wealth Management
Advisor - Author - Speaker - Educator - Podcast Host
Members Of...
About Us
Momentum Starts with You!
We get the ball rolling by understanding where you want to be in terms of your financial planning. What are your dreams and goals? What's important to you and your family?
You’re at the center of everything we do. And, the best way to plan for tomorrow is by getting to know you today.
A Proven Approach
Our Philosophy:
We have developed and refined a process primarily for those individuals who aspire for a work optional lifestyle in retirement. This means that ideally, we will design and implement a plan that minimizes taxes and maximizes income over a lifetime.
Our unique Momentum LifeYield Process™ and our Team Based approach is panoramic in that it incorporates the things that matter to clients lives and provides the control needed to address the primary factors that can impact a successful retirement. Through our process we seek to provide our clients with Clarity, Comfort and Confidence knowing their plan is solid.
Why Us?
We’re passionate about what we do. And, while our team is comprised of people with a wide range of financial, legal, and tax experience, we all share a deep commitment to ethics and integrity. You can always count on unbiased recommendations, impartial guidance, and our desire to serve your best interests.
We know how to create momentum for your financial goals, and we’ll do all we can to help you get there.
Our Team
Merrit Strunk CFF® - President
Tim Holland, Chief Investment Officer - OCIO
Tim Holland, Chief Investment Officer - OCIO
Merrit is a Registered Investment Adviser and Certified Financial Fiduciary™ (CFF).
Author, Speaker, Educator, and host of the Retirement (UN)Broken Podcast, he has been a business leader all his life and is the creator of the "Momentum LifeYield Process". He has also traveled around the world speaking on Business, Marketing, Financial,
Merrit is a Registered Investment Adviser and Certified Financial Fiduciary™ (CFF).
Author, Speaker, Educator, and host of the Retirement (UN)Broken Podcast, he has been a business leader all his life and is the creator of the "Momentum LifeYield Process". He has also traveled around the world speaking on Business, Marketing, Financial, and Personal Achievement. Merrit has always been passionate about financial planning. This is precisely why he started Momentum. Merrit is proud to be a fiduciary financial adviser and the role he plays in helping his clients achieve better financial outcomes.
Tim Holland, Chief Investment Officer - OCIO
Tim Holland, Chief Investment Officer - OCIO
Tim Holland, Chief Investment Officer - OCIO
Tom provides investment and portfolio strategy guidance for many Momentum clients as our Chief Investment Officer (OCIO). Tom has been Global Investment strategist for Brinker Capital, and was later named Chief Investment Officer for Orion Portfolio Solutions and has 20 years experience in the financial industry.
Zack Seitz- Regional VP OPS
Tim Holland, Chief Investment Officer - OCIO
Darren Leavitt, CFA, MS, Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
Zack brings his many years of experience and expert-level insight to client challenges. Zack and his team assist with Asset Manager selection, portfolio allocation, asset analysis, and client proposals.
Zack is part of our OPS service team and is also Regional VP OPS/Brinker Capital and holds a Bachelors Degree in International Business from Loyola Marymount University.
Darren Leavitt, CFA, MS, Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
Darren Leavitt, CFA, MS, Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
Darren Leavitt, CFA, MS, Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
Darren has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. Throughout his career, Darren had held a variety of senior positions including Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Senior Analyst, Senior Trader, and Financial Advisor.
Darren received his BS
Darren has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. Throughout his career, Darren had held a variety of senior positions including Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Senior Analyst, Senior Trader, and Financial Advisor.
Darren received his BS in Finance from DePaul University and an MS in Financial Markets and Trading from the Illinois Institute of Technology. Darren is a CFA charter holder and is a member of the CFA Society of San Francisco. He has also been a member of both the San Francisco and Chicago Security Traders Associations.
True Strunk - Client Service Director
Darren Leavitt, CFA, MS, Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
True Strunk - Client Service Director
True’s experience in managing high-performance teams and top-notch client service organizations coupled with her high-energy approach, helps to create a high-quality client experience in personalized wealth management and investment advisory services. Her focus is on client onboarding and ongoing relationship management.
Kathrin Strunk - Operations Manager
Darren Leavitt, CFA, MS, Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
True Strunk - Client Service Director
Kathrin brings her years of organizational expertise and charm to her duties as Operations Manager of Momentum Financial and Insurance Services. Kathrin is an integral part of making our clients feel welcomed and taken care of.
Kevin Vanderbilt, Sr. Investment Analyst
Kevin Vanderbilt, Sr. Investment Analyst
Kevin Vanderbilt, Sr. Investment Analyst
As an advanced investment consultant, Kevin Vanderbilt holds a certified investment management analyst (CIMA®) designation and serves senior investment and analyst.
Cameron Baxter, Investment Analyst
Kevin Vanderbilt, Sr. Investment Analyst
Kevin Vanderbilt, Sr. Investment Analyst
As an investment analyst, Cameron assists the portfolio managers, conducts investment and portfolio research and analysis. Cameron is an investment advisor representative (IAR), has passed his Series 65 exam, and is held to the fiduciary standard of liability.
Our Team Based Model
Gary Quackenbush JD - GQLaw
Craig Fortin EA, ATP- Fortin & Assoc.
Craig Fortin EA, ATP- Fortin & Assoc.
Gary is a San Diego attorney, member of the California and Colorado State Bar Associations and is the President of the California Society of Tax Consultants. He is admitted to practice in all courts in the State of California, Federal District Court for the Southern and Central Districts of California, all courts in the State of Colorado,
Gary is a San Diego attorney, member of the California and Colorado State Bar Associations and is the President of the California Society of Tax Consultants. He is admitted to practice in all courts in the State of California, Federal District Court for the Southern and Central Districts of California, all courts in the State of Colorado, Federal District Court for the District of Colorado, and the United States Tax Court.
Craig Fortin EA, ATP- Fortin & Assoc.
Craig Fortin EA, ATP- Fortin & Assoc.
Craig Fortin EA, ATP- Fortin & Assoc.
Craig has over 30 years experience in banking, insurance, tax and finance. He is an Enrolled Agent and is admitted to practice before the Internal Revenue Service. Craig’s many years of providing small business services makes him an invaluable resource for any practice. He has a keen understanding of capital needs and a wealth of experience in finding ways to help to grow and manage cash flow.