Leadership

............

Sound Guidance

Our commitment to providing expert financial guidance, solutions and services starts with our executive leadership team. We turn to a wealth of experience and insight for every decision we make — all to better serve our clients.

John R. Muschalek

President, Momentum Independent Network

Scott Coya

Chief Compliance Officer

Jeff Stewart

Head of Business Development, Wealth Management

Todd Owen

Head of Advisor Transitions

Matt Rupert

Vice President, Wealth Management Sales Supervision

Robert Morales

Head of Advisory Services and Products

Scott McCaffrey

Managing Director, Head of Momentum Independent Network

Tracy Weiss

Advisor Relationship and Service Manager, Momentum Independent Network

Michael Forster

Business Development & Relationship Manager

Leadership

Sound Guidance

.......MEET OUR LEADERS.......