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, CFA
Tim Holland, Chief Investment Officer - OCIO, CFA
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, CFA
Tim Holland, Chief Investment Officer - OCIO, CFA
Tim Holland, Chief Investment Officer - OCIO, CFA
Tim is the Outsourced Chief Investment Officer (OCIO) of Orion Portfolio Solutions, where he leads the firm’s investment strategy and research efforts. With more than 20 years of experience in the financial services industry, including prior leadership as Global Investment Strategist at Brinker Capital, Tom contributes macroeconomic persp
Tim is the Outsourced Chief Investment Officer (OCIO) of Orion Portfolio Solutions, where he leads the firm’s investment strategy and research efforts. With more than 20 years of experience in the financial services industry, including prior leadership as Global Investment Strategist at Brinker Capital, Tom contributes macroeconomic perspective and strategic guidance that support the investment approaches available to Momentum Financial and our clients.
Zack Seitz- Regional VP OPS, IAR
Tim Holland, Chief Investment Officer - OCIO, CFA
Zack Seitz- Regional VP OPS, IAR
Zack is a Regional Vice President with Orion Portfolio Solutions and a member of the service team supporting Momentum Financial. He brings extensive industry experience and provides guidance on asset manager selection, portfolio allocation, investment analysis, and client proposal support, helping to inform the strategies utilized for Mo
Zack is a Regional Vice President with Orion Portfolio Solutions and a member of the service team supporting Momentum Financial. He brings extensive industry experience and provides guidance on asset manager selection, portfolio allocation, investment analysis, and client proposal support, helping to inform the strategies utilized for Momentum Financial client portfolios. Zack holds a Bachelor’s degree in International Business from Loyola Marymount University.
Ben Vaske, CFA, OPS
Megan Curo - Administrative Support Manager
Zack Seitz- Regional VP OPS, IAR
Ben is a Senior Investment Strategist with Orion Portfolio Solutions, our Total Asset Management Platform. In his role, he conducts research and analysis on investment strategies and market conditions and provides portfolio construction insights that support the investment approaches used in Momentum Financial's client portfolios. Ben is
Ben is a Senior Investment Strategist with Orion Portfolio Solutions, our Total Asset Management Platform. In his role, he conducts research and analysis on investment strategies and market conditions and provides portfolio construction insights that support the investment approaches used in Momentum Financial's client portfolios. Ben is a Chartered Financial Analyst® with experience in asset allocation and strategy development
Megan Curo - Administrative Support Manager
Megan Curo - Administrative Support Manager
Megan Curo - Administrative Support Manager
Megan brings a strong background in client service and project management, paired with a high-energy, detail-oriented approach that enhances the overall client experience. She plays a key role in delivering a high standard of personalized wealth management and investment advisory support, with a focus on seamless client onboarding and ongoing relationship management.
Kathrin Strunk - Operations Manager
Megan Curo - Administrative Support Manager
Megan Curo - Administrative Support Manager
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.