The Momentum Way:

My journey as a coach didn't begin in a corporate office; it started in my community. For years, I provided free financial education and budgeting guidance to neighbors and friends, driven by a genuine passion for seeing people succeed. When it came time for them to manage larger assets like Brokerage accounts, 401ks, and 403Bs, I initially referred them to traditional financial advisors. However, a recurring pattern emerged: after a short time, these individuals would return to me, having fired their advisors in favor of the clarity and transparency they found in our sessions.

Bridging the Gap Between Guidance and Growth:

It became clear that my community didn't just want someone to move their money around; they wanted to understand the "why" and "how" behind their investments. After countless people urged me to formalize my approach so I could be compensated for my time and expertise, I realized there was a desperate need for a non-traditional coaching model. I am not a licensed financial advisor, and that is precisely why my clients trust me. I don’t sell products or collect hidden commissions; I sell the knowledge required for you to become your own confident money manager.

The Suwanee Honey Money Investment Club -SMHIC Legacy and Beyond:

This mission is further anchored by my three years as President of the SMHIC Investment Club, where I led 20 members through the complexities of the stock market. Teaching adults and young adults how to navigate volatility and build long-term wealth reinforced my belief that relationships and systems are the foundation of financial freedom. Today, Momentum Wealth Strategy Coach exists to give you the "Executive Edge"—moving you away from jargon and pressure, and toward total financial autonomy.