Meet the Team

Serge Louis

Financial Wealth Coach | Helping You Build Lasting Wealth | Founder, Momentum Wealth Strategy Coaching

I am the Financial Wealth Coach & Founder of Momentum Wealth Strategy Coaching.

Many financial advisors require large investment balances before they’ll work with you, leaving many individuals and families without the guidance they need to make confident investment and retirement decisions.

That’s why I founded Momentum Wealth Strategy Coaching. I created this platform to deliver the honest, transparent financial education and coaching that most people are never offered. With no commissions, no hidden fees, and no account minimums, I help everyday investors understand their portfolios, evaluate risks, and make confident decisions.

As your Financial Wealth Coach, I am dedicated to empowering you with the knowledge and skills to understand your portfolio and think and act like an investor as you build wealth with confidence and intention.

Zay Nite! “ Kenny”

Meet Zay, the incredible Morkie Poo Chief Morale Officer & Head of Strategic Barking!

Zay is a dynamic communications expert who brings a unique blend of tail-wagging enthusiasm and client service excellence to the team, specializing in high-stakes, puppy-dog-eye negotiations for treats. While completely lacking in digital marketing skills, Zay excels at maintaining office synergy through mandatory belly rub breaks and ensuring every single video call includes an unexpected, adorable cameo.

Known for a relentless work ethic that involves barking endlessly at anything that moves. Zay proudly keeps the team grounded, happy and in order to get his treats multiple times a day!