Who We Are

We Aren’t just Another Planning Firm

We’re a team of leaders who never forget that behind every account is a real person. That’s why we measure our success by the difference we make for the people we work with. 
Momentum Wealth began making a difference for our clients in 2009. Since then, our company has grown to become one of the top financial services firms in the country.
As we’ve grown, we’ve maintained the feel of a small family office by putting your best interests first and making our business all about giving: giving you the best customer experience possible, giving you confidence in the future and giving back through client and charity events.

Meet the Momentum team

We measure our success by the difference we make.

Nico Pesci

Founder & CEO
Investment Advisor Representative

Nico’s journey, shaped by a family of immigrants, is a testament to the power of perseverance and tenacity. Inspired by his grandmother, who, by herself at just 16, braved a journey across the Atlantic to come to America from Northern Italy. The influence of his grandparents instilled in Nico an unwavering belief that everyone deserves the opportunity to pursue what matters most. This conviction was further fueled when he witnessed his retired parents struggle to safeguard their hard-earned savings during the 2008 financial crisis. Determined to make a difference, Nico founded Momentum Wealth in 2009 to ensure families like his could thrive, not just survive.

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Rhen Brown

VP of Wealth Management
Investment Advisor Representative

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Danielle Manning

Director of Operations

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Jason Goold

Investment Advisor Representative

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MOMENTUM 2026

Sara "Lewie" Lewis

investment advisor representative

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Jessica Simpson

Director of Client Service

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Jael Glauser

Director of New Business 

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Madisen Remer

Director of Seminar Operations

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Cyler Horsley

Director of Marketing & Business Development

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Jamie Frederickson

Operations Specialist

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Karla Ochoa

New Business Specialist

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John Clement

CFP®
Lead Paraplanner
Investment Advisor Representative

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MOMENTUM HEADSHOTS

Holly D'Arc

Seminar
Coordinator

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Cass Escujuri

Office Manager & Data Lead

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MOMENTUM 2026

Conner Barlow

Client Service Specialist

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Nohealani Mills

Office Concierge

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Kenyan Trujillo

Executive Assistant

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Staci Clement

Receptionist

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Investment and Advanced Planning Team

Scott Rinehart

President and Chief Wealth Officer

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Mitch Hockenbury

Vice President of Practice Management, MBA, CFP®, RSSA®, RICP®

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David Seufer

Vice President of Planning, CFA®, CFP®

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Jackson Sheputis

Sr. Planning Specialist, CFP®

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Brent Coggins

Chief Investment Officer, MBA

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To help you with investment management and financial planning, we have partnered with Triad Wealth Partners, LLC, a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (www.triadwealthpartners.com). Triad Wealth works with financial advisors across the country and specializes in investment management research and strategies, advanced planning, and back-office operations.

By partnering with Triad Wealth, we’re able to leverage industry leading experience and deliver more value to our clients.

Triad Wealth Partners and Momentum Wealth are independent of each other and maintain separate offices.

READY TO GAIN MOMENTUM?

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Schedule a call today to begin your journey. By discussing your goals, challenges, and opportunities, we can help create a plan to build a secure future for you and your loved ones.

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Nico pesci

Founder & Ceo

Nico’s journey, shaped by a family of immigrants, is a testament to the power of perseverance and tenacity. Inspired by his grandmother, who, by herself at just 16, braved a journey across the Atlantic to come to America from Northern Italy. The influence of his grandparents instilled in Nico an unwavering belief that everyone deserves the opportunity to pursue what matters most. This conviction was further fueled when he witnessed his retired parents struggle to safeguard their hard-earned savings during the 2008 financial crisis. Determined to make a difference, Nico founded Momentum Wealth in 2009 to ensure families like his could thrive, not just survive.

Momentum Wealth isn’t just another advisory firm—they’re a team known for giving clients confidence and belief in what’s possible and the freedom to pursue it all. With a laser focus on building robust, adaptable retirement plans and navigating changing markets, Nico has crafted an industry-leading firm that feels as close-knit and personal as a family office. At the heart of Momentum Wealth is the belief that deep, meaningful relationships are the foundation of success. That’s why Nico and his team prioritize ongoing client education and appreciation events, and involvement in the community. Their work with organizations like Make-A-Wish Utah reflects their commitment to serving beyond the financial realm.

In a sea of one-size-fits-all advice, Nico has set his firm apart by offering tailored, personalized plans and service. He understands that behind every portfolio is a person—someone with dreams, fears, and a desire to get it right. This relentless focus on the human side of financial planning has earned Momentum Wealth a reputation as a team of leaders who measure their success not just by industry metrics, but by the lives they transform.

For Nico, the ultimate reward hasn’t just been growing a successful firm; its watching clients realize, once a plan is created, that everything they’ve sacrificed for over the past 20, 30 or 40 years was worth it by giving families the confidence to live the retirement they’ve earned and deserve.

Outside of work, Nico’s greatest pride is his family—his incredible wife and three amazing children. Together, they embrace life to the fullest, whether traveling, exploring the outdoors, or dedicating their time to giving back. These moments of connection and purpose fuel his passion both personally and professionally, reminding him of what truly matters – helping everyone always move forward.

Rhen Brown

VP of Wealth Management

With 15 years of dedicated entrepreneurship, Rhen Brown operates as the VP of Wealth Management of Momentum Wealth.

A key highlight of Rhen’s career foundation is the commitment to fostering growth through a dedicated focus on customer service and empowering the client experience. Rhen enjoys collaborating on strategies that focus on a smooth user experience and a dedication to giving confidence and freedom to client wealth expansion.

With his wife of 20 years, Rhen finds joy and support in their family of six, which includes four wild and free children. His ideal weekend is a day at his hometown beach in South Carolina followed by his family packed in the stands at Truist Park watching the Atlanta Braves.

Danielle Manning

Director of Operations

Danielle joined Momentum Wealth in 2020 and serves as the Director of Operations, supporting internal operations, client events, and company culture initiatives.

 She earned a Bachelor’s Degree in Business Management and Hospitality from Utah Valley University and is passionate about creating exceptional experiences for both clients and team members.

 Outside of work, Danielle enjoys spending time with her husband, two daughters, and their golden retriever, Finn. She loves traveling, enjoying the outdoors, and making memories with family and friends.

Jason Goold

Financial Advisory

Jason is a Financial Advisor for Momentum Wealth.

Jason has received Bachelor’s Degree in Financial Economics from Brigham Young University-Idaho before he started his career with Fidelity Investments in 2013 in Fort Worth, Texas. He walked clients through all aspects of their financial journey from helping teenagers open up there first brokerage account, to helping ultra-high net worth clients achieve their financial goals.

During his time at Fidelity Investments, he obtained a Masters in Personal Financial Planning from Texas Tech. After spending over a decade at Fidelity Investments, Jason was brought onboard to Momentum Wealth as the Lead Service Advisor helping clients develop and maintain their plans

In his free time Jason likes to spend time with his Wife and three boys. He also enjoys hunting, fishing and playing golf.

Sara "Lewie" Lewis

Service Advisor

As a Service Advisor at Momentum Wealth, Lewie is dedicated to helping clients maintain and adjust personalized financial plans that support their long‑term goals. She’s passionate about connecting with others, simplifying complex decisions, and empowering clients through education so they can move forward with clarity and confidence.

Before entering the financial industry, Lewie worked in healthcare as an Occupational Therapy Assistant, specializing in Neuro Rehabilitation. After a shoulder injury led her to reevaluate her career path, Lewie knew she wanted to continue doing meaningful work that made a difference in people’s lives. That journey brought her to personal finance, where she gained experience with a small independent firm while earning her licenses. She later served as an advisor at Fidelity, focusing on retirement and 401(k) planning. Each step strengthened Lewie’s commitment to thoughtful guidance and long‑term client relationships—values that align perfectly with Momentum Wealth.

Outside of work, she is busy planning her wedding, hiking, reading, playing pickleball, and spending time with friends and family. 

Jessica Simpson

Director of Client Services

Jessica is the Director of Client Services for Momentum Wealth.

Using her 20+ years experience in the customer service industry, Jessica is the ideal Director of Client Connection and Services. She has a love for helping others and uses that to deliver the personalized experience clients deserve.

She started in mortgage/title, went to nursing school and then back to the housing industry. Though she left nursing, Jessica continued to follow her passion for helping others by working as a birth doula.

Away from work, Jessica loves food, crafts, and DIY projects. She is always smiling and initiating dance parties with our team.

She, most of all, enjoys spending time with her husband, daughter, son and two fur babies, Roxie and Ruby.

Jael Glauser

Director of New Business

Jael is the Director of New Business for Momentum Wealth. In this role, she uses her attention to detail to complete the new business process thoroughly and efficiently, while maintaining a high level of communication with the client.

In her free time, Jael loves time outdoors, DIY projects and cooking the home-grown food that comes from her garden. She also loves traveling and seeing the world with her husband, Jay, who she married in 2016, and spending time with her two dogs, Topper and Lyla.

Madisen Remer

Director of Seminar Operations

Madisen manages all dinner and educational seminars for Momentum Wealth, ensuring clients and guests have an unforgettable experience while learning how they can take everything they have and turn it into everything they want through proper planning.

On a personal level, Madisen’s creative spirit shows through in her love of pottery, painting and exploring diverse culinary cuisines and creations. She and her husband, Seth, also enjoy watching shows together and spending time on a beach whenever possible.

Cyler Horsley​

Director of Marketing

Cyler Horsley brings a dynamic blend of creativity, strategy, and execution to his role as Marketing Director at Momentum Wealth. With over 7 years of experience across digital marketing, paid media, and brand development, Cyler specializes in creating high-converting campaigns that educate and empower families to take control of their financial future. His background spans email marketing, video content, and SEO-driven growth — all grounded in a passion for simplifying complex financial topics and making them accessible to everyday investors.

At Momentum Wealth, Cyler leads the charge in crafting authentic messaging and results-driven marketing funnels that align with the firm’s mission of long-term client success. From building scalable organic content systems to overseeing compelling ad strategies, he focuses on delivering value at every stage of the client journey. Outside of work, Cyler is a proud father, gamer, and content creator, blending creativity and curiosity in every area of life.

Jamie Frederickson

Operations Specalist

Jamie is a dedicated Operations Specialist who excels in ensuring seamless communication and efficient task management within the team. She serves as the key liaison between service advisors and other team members, interpreting service notes, delegating tasks, and following up with clients to ensure their needs are met promptly and effectively. Jamie’s organizational skills and proactive approach make her an invaluable asset to our operations.

Outside of work, Jamie is a proud mother of four beautiful kids who keep her very busy. When she’s not chauffeuring her children to various sports and activities, she loves to travel the world with her husband, cross-stitch, paint, read, and exercise. Animals and babies are her weakness, and it is her dream to own a farm full of mini animals. If she could survive on PB&J, she would.

Karla Ochoa

New Business Specialist

After her time at BYU, Karla sought to be a part of people’s fulfillment journey. And with her years of experience, she is dedicated to enhancing the client experience by focusing on efficiency, precision, and simplicity. She strives to make every transaction seamless and stress-free, ensuring clients feel supported and confident as they move forward in their retirement planning. Her commitment to operational efficiency and analyzing financial data allows her to implement tailored solutions for every client’s unique needs.

Karla brings not only her expertise but also her vibrant personality to the team. Known for her great sense of humor and warm presence, she fosters a positive atmosphere among her colleagues. Outside of work, Karla is a self-proclaimed foodie, always on the lookout for new culinary experiences to explore. When she’s not indulging in delicious dishes, she and her husband, Clay, enjoy spending time by the water—whether sunbathing or boating. Karla finds joy in the outdoors, often unwinding with a good book, painting, or simply relaxing in her hammock. Her zest for life and active lifestyle make her an inspiring and well-rounded member of both her professional and personal circles.

John Clement

Lead
Paraplanner

As a Paraplanner at Momentum Wealth, John Clement is passionate about helping clients feel confident and secure in their financial future. Working closely with advisors and clients alike, John plays a key role in building the detailed financial plans that support Momentum Wealth’s mission: to empower families with clarity, direction, and peace of mind. He takes pride in making complex financial topics more approachable and ensuring every strategy is rooted in what matters most to each client.

John Clement obtained his CFP® certification in February 2023 and earned his MBA from Utah Valley University in 2017. These accomplishments reflect his strong analytical skills, dedication to personal growth, and commitment to the highest standards in financial planning. Whether developing retirement income projections or supporting tax-efficient strategies, John brings focus, care, and precision to every aspect of the planning process.

Outside the office, John is a proud husband and father of five. He enjoys spending quality time with his family, especially around the table playing board games or relaxing together while watching sports. His personal life keeps him grounded and reminds him daily why the work he does matters—because at the end of the day, financial planning is really about creating more freedom to enjoy the people and moments that mean the most.

Holly D'Arc

Seminar Coordinator

As the Seminar Coordinator at Momentum Wealth, Holly is dedicated to crafting impactful and memorable experiences for clients seeking a fulfilling retirement through intentional, strategic planning. As a strong advocate of forward-thinking and the “work hard, play hard” mentality, she is passionate about empowering others to plan wisely so they can fully enjoy the lives they’ve worked hard to build. 
 
Outside of work, Holly is most often found spending time outside with her husband and together, they love hosting themed gatherings with friends. A true creative spirit and self-proclaimed serial hobbyist, she’s always exploring new outlets. Holly also has a passion for travel. She’s most energized when she has a trip on the horizon and has already explored 14 countries (and counting). 
 

Cassie Escujuri

Office Manager

Our Office Manager ensures every client feels warmly welcomed into our client family. She manages the office’s scheduling needs, coordinates appointments, and supports our team as an executive assistant. Her role is crucial in creating a positive client experience and maintaining smooth operations.

Cassie is a proud graduate of Brigham Young University-Idaho with a love for the beautiful Utah mountain ranges. As the youngest of seven siblings, she has spent her entire life as the greatest aunt to her ever-growing herd of rambunctious nieces and nephews. In her free time, she loves hitting the gym, improving her creative writing, discovering fun day-hiking trails, singing along to her diverse musical playlist—and spoiling her rescue cat, Bucket

Conner Barlow

Client Service Specialist

As a Client Service Specialist at Momentum Wealth, Conner is dedicated to delivering a seamless and dependable experience for every client. With a focus on account servicing and ongoing plan alignment, he plays a key role in supporting each client’s financial journey and long-term vision. Through close collaboration with both advisors and clients, Conner helps create clarity, consistency, and confidence throughout the planning process.
Conner earned his Bachelor of Science in Accounting in 2025, building a strong foundation in financial principles and a keen attention to detail. In his role, he supports account maintenance, processes transactions, and assists with a wide range of client needs—all while providing responsive, thoughtful service. He is passionate about helping clients feel informed, empowered, and confident in the decisions that support their financial freedom.
Outside of the office, Conner enjoys spending time with his wife, family, and friends. He loves traveling and exploring new countries, as well as cooking and sharing great food with those closest to him. In the winter, you can find him snowboarding, while in the summer he can be seen on the golf course—embracing the challenge and enjoying the process of continuous growth.

Nohealani Mills

Office Concierge

Born and raised in the beautiful town of Hauula, Hawaii, she carries the spirit of aloha into everything she does. As a dedicated concierge, she takes great pride in ensuring that every guest and client feels genuinely valued, cared for, and well attended to. With a passion for delivering exceptional service and an intuitive ability to anticipate needs, she strives to create unforgettable experiences that leave a lasting impression.

Outside of work, she is a devoted daughter, sister, and a proud mother to a handsome boy who fills her life with endless joy and inspiration. Family is at the heart of everything she does. She also has a deep love for Polynesian dancing and singing, honoring the vibrant culture that has shaped her. While the ocean is her ultimate source of peace, being in Utah and a good Korean BBQ comes pretty close to it. Whether by the water, surrounded by family, or gathered around a dinner table, she is passionate about creating meaningful moments that enrich both her personal and professional life.

Kenyan Trujillo

Executive Assistant

Kenyan is the Front Desk Executive Assistant at Momentum Wealth, where she ensures that every client’s experience is seamless, welcoming, and personalized. As the first point of contact, she creates an atmosphere of confidence and comfort, helping each client feel seen, heard, and valued. Her attention to detail and warm demeanor enhance every interaction, making Momentum Wealth a place where clients know they are in capable hands.

Outside the office, Kenyan embraces the thrill of the outdoors, carving through the beautiful Utah mountains on her snowboard. She is a proud dog parent to Blue, and together they explore new adventures, from scenic hikes to road trips filled with discovery. Beyond nature, she has a keen eye for the unique and unexpected, finding joy in thrifting one-of-a-kind clothing and antiques. Her creative side also shines through painting, where she expresses herself through color and form. Above all, family is at the heart of her life, and she cherishes every moment spent with loved ones.

At Momentum Wealth, Kenyan embodies the firm’s commitment to giving—giving a warm welcome, giving clients the confidence they deserve, and giving every visitor a personalized experience that sets the tone for the trusted relationships we build.

Staci clement

receptionist

Staci is a friendly and detail-oriented Receptionist who excels in creating a warm and welcoming front office environment. She serves as the first point of contact for clients, greeting visitors with a smile, answering incoming calls, and directing inquiries to the appropriate team members. She manages appointment scheduling, maintains organized records, and ensures daily operations at the front desk run smoothly and efficiently.

Outside of work, Staci is a proud mom and wife to her husband, and together they are raising five amazing kids who keep life full and busy. She loves spending quality time with her family, whether it’s watching shows together or playing games and making memories at home. She has a passion for painting, music, and food. If she could, she would happily eat her favorite meal while watching the sunset on the beach — but nothing feels more like home than being surrounded by her husband and children.

Scott Rinehart

President and Chief Wealth Officer,
Triad Wealth Partners

Scott Rinehart is an accomplished leader in the RIA space with extensive experience in helping advisors and clients navigate complex financial landscapes. As President of Triad Wealth, Scott is responsible for overseeing the firm’s strategic direction and driving its growth by providing comprehensive investment management, technology solutions, and advanced planning to advisors seeking a strategic partner for growth.

Before taking on the role of President, Scott served as Triad’s Chief Planning Officer, where he built the Planning team from the ground up. Under his leadership, the planning team and its offerings grew significantly, and he worked closely with his team to implement the strategies and frameworks that are fundamental to Triad’s planning approach. Scott’s leadership has been instrumental in shaping the firm’s ability to deliver a unified planning approach to clients.

Prior to joining Triad, Scott played a key role in the growth of Carlson Financial, helping the firm expand from $70 million to over $300 million in assets under management. During his six years at Carlson, Scott led a team of financial advisors, developed robust financial planning processes, and directly managed a client base of over 200 households. His strategic oversight ensured that the firm maintained a high-touch, holistic approach to wealth management across more than 1,000 client households.

Scott’s career began in corporate finance, where he built a strong foundation in financial strategy, forecasting, and investment management. After earning a degree in Accounting and Finance from Washburn University, he began his career in SEC Reporting and later transitioned to Corporate Finance at Westar Energy (now Evergy), where he supported the Investment Committee, contributed to debt and equity issuances, and provided senior leadership with crucial financial insights. This experience in managing large-scale financial data and strategic decision-making provided a solid foundation for his transition into personal financial planning.

Scott joined Triad Wealth Partners in 2023, bringing a passion for educating advisors and sharing his expertise in tax optimization and retirement planning.

Scott and his wife live in Topeka, Kansas, where they stay busy with their two young children. When he’s not working with advisors or spending time with his family, you can find him enjoying time on the golf course.

Mitch Hockenbury, MBA, CFP®, RICP®, RSSA®

Vice President of Wealth Strategy,
Triad Wealth Partners

Mitchell (Mitch) Hockenbury is a distinguished financial authority, industry thought leader, and decorated military veteran. As Vice President of Wealth Strategy at Triad Wealth Partners, Mitch plays a pivotal role in advising and equipping financial advisors with the strategies, tools, and insights needed to elevate their practices and maximize client success. His leadership ensures that families and business owners benefit from personalized, tax-efficient planning focused on protecting wealth, optimizing income, and achieving long-term financial goals.

Mitch’s financial career began in 1999, giving him over two decades of experience in wealth management, financial planning, and investment strategy. He has worked as an investment advisor for Ameritrade and Edward Jones, consistently exceeding client expectations and business growth benchmarks. In 2018, he founded 1440 Financial Partners, a firm dedicated to helping families and small businesses achieve financial independence. His expertise spans tax-efficient investing, retirement income strategies, risk management, and Social Security optimization.

A committed lifelong learner, Mitch holds an MBA from the Naval Postgraduate School and a Bachelor of Science in Finance and Banking from the University of Nebraska-Omaha. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Registered Social Security Analyst® (RSSA®) designations. His thought leadership in financial planning has been featured in MarketWatch, USA Today, CNBC, Forbes, and Barron’s.

Before transitioning to finance, Mitch served with distinction in the Marine Corps and later as an Infantry Officer in the U.S. Army, completing multiple combat tours, including leading the final fighting force out of Iraq in 2011. His military career, marked by numerous commendations, ingrained in him a disciplined, mission-focused approach that he applies to financial planning and leadership.

Mitch is also an award-winning author and international speaker, known for his books Tactical Influence: How I Countered an Insurgency with Words and If I Had Only Known About Money Then: Wisdom That Would Have Saved $1,000,000. He has delivered keynote speeches and financial education sessions to organizations, universities, and professional conferences across the U.S. and internationally.

He resides in Omaha with his daughter, and two pets. In his free time, he enjoys traveling, reading, and continually seeking new ways to empower others in their financial and personal lives.

David Seufer, CFA®, CFP®

Vice President of Planning,
Triad Wealth Partners

David Seufer is the VP of Planning supporting advisors in crafting tailored financial plans and strategies that address their clients’ unique needs. His expertise spans retirement income planning, tax-efficient strategies, and investment management.

Before joining Triad Wealth Partners, David founded Gravitas Wealth Planning, where he prioritized delivering clarity and peace of mind to clients navigating the complexities of retirement. In his previous roles, David focused on building and scaling financial planning services and delivering an outstanding client experience.

As both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, David combines deep investment expertise with comprehensive financial planning knowledge to deliver exceptional value to clients and advisors alike. When he’s not creating strategies for financial success, David enjoys family time with his wife, toddler, and two dogs. He also enjoys strategy board games, fountain pens, golfing, and everything Formula 1.

Jackson Sheputis, CFP®

Sr. Planning Specialist,
Triad Wealth Partners

Jackson Sheputis is a Senior Financial Planning Specialist with Triad Wealth Partners. He specializes in developing personalized financial planning strategies and reports to assist financial advisors in communicating their recommendations with their clients. Jackson believes every client deserves a clear, honest, and detailed review of their financial picture and goals, and he creates plans with this idea in mind from start to finish.

Before joining Triad, Jackson had four years of experience in financial planning within the RIA industry. Prior to that, he received his bachelor’s degree in finance from Valparaiso University. He completed his Series 65 designation in 2021 and received his CFP® certification in 2023.

Jackson lives in Northwest Indiana with his girlfriend Kyra and their two dogs, Rae and Martin. He enjoys golfing, watching sports, and exploring things to do in the Chicago area.

Brent Coggins, MBA

Chief Investment Officer,
Triad Wealth Partners

As Chief Investment Officer, Brent Coggins leads the overall investment strategy for Triad Wealth Partners, a Registered Investment Adviser (RIA). His approach to holistic investment management leadership and expertise is evident in the strategies built around asset allocation, portfolio construction, security selection, investment research, and trading.

Brent has worked in financial services for his entire career, most recently for a trust and investment management company based in Kansas City. There, he served on the investment leadership team, was the co-chair of the model portfolio committee, and oversaw the fund research team that covered all third-party managed investment products. This platform included traditional assets such as equity and fixed-income strategies, as well as alternatives including hedge funds, private equity, real estate, and venture capital.

Brent received his bachelor’s degree in economics from the University of Kansas and his MBA from the University of Missouri-Kansas City. Brent and his wife live in the Kansas City area with their two daughters. In their free time, they love spending as much time together outdoors as possible.

Aysa Malloy

Intern

Coming soon!

Sadie Tribe

Seminar Coordinator

Coming soon!

Drew Shockley

Investment Advisor Representative

As a member of the Advisory Solutions team at Momentum Wealth, Drew is dedicated to educating and supporting each client in the pursuit of their unique financial goals through his strong sense of purpose and unwavering commitment to integrity and excellence.

A graduate of the University of Texas, Drew’s academic foundation is complemented by 13 years of service to the Air Force and another 7 years in industry where he cultivated operational leadership and strategic thinking. His journey in healthcare concluded with Intuitive clinical sales, where he advocated for the value and trained surgeons in robotic-assisted minimally invasive DaVinci surgery.

Drew embodies a fulfilling personal life as a devoted husband and proud father of five children, accompanied by the delightful addition of a mini Goldendoodle named Finley.  In his personal time, Drew loves to cook and maintains an active lifestyle by flipping tires and swinging kettlebells. He also has an affinity for a perfectly seared ribeye, German dog commands, and mountain adventures with the family.

Taryn Nielsen

Executive Administrative Assistant

Taryn is the Executive Administrative Assistant at Momentum Wealth. With over 15 years of experience, she offers dedicated and personable customer service to every client. Taryn works collaboratively with her team members to support and help attain the collective goals of the company and each department. 

Taryn earned a Bachelor’s degree in Graphic Design from Southern Utah University. Away from the office, she loves to crochet, bake chocolate chip cookies, and watch movies with her husband.

Brooke Carney

Chief Operating Officer

Brooke is the Chief Operations Officer for Momentum Wealth, handling day-to-day business management and system implantation with the highest levels of quality and professionalism.

Brooke is married to the love of her life and has a beautiful daughter. She is passionate about helping others and finding solutions in our ever-changing world.

Additionally, Brooke is a lover of animals. She also loves the outdoors and food—some would call her a chips and salsa aficionado.