Built on one belief: you shouldn't have to choose between being invested and being protected.
With 35 years of experience in the financial industry, David leads portfolio management at Momentum Wealth Planning. He holds the Accredited Portfolio Management Advisor™ (APMA®) designation, reflecting his expertise in portfolio construction and investment management. His career spans multiple market cycles — from the Dot-Com Bubble through the Financial Crisis and beyond — providing the foundation for our disciplined approach to risk management.
David's decades of experience navigating volatile markets shaped the Tactical Momentum Strategy from the ground up. He oversees all portfolio decisions and strategy implementation.
Blake holds a Master's degree in Finance and the CERTIFIED FINANCIAL PLANNER™ designation. As lead financial planner, he works directly with clients on financial planning, portfolio management, and ongoing support — ensuring each client's strategy stays aligned with their goals.
Blake oversees firm operations, client relationships, and the development of Momentum Wealth Planning's technology and research platforms.
Momentum Wealth Planning was founded on the principle of managing risk through following momentum. We saw firsthand the devastating effects of the Dot-Com Bubble in the early 2000s — portfolios cut in half, retirements delayed, years of progress erased. We vowed to always have a plan and a process to manage risk when the market trend rolled over.
The Tactical Momentum Strategy has evolved significantly since those early days. What began as a pure tactical allocation strategy — selling equity and moving to cash when trends turned negative — has grown into a more sophisticated approach that incorporates advanced options hedging strategies, including protective puts and covered calls, seeking to manage risk while aiming to stay invested.
We opened Momentum Wealth Planning in 2024 and have been helping clients manage risk through every market environment since.
We'd love to hear about your goals and see if we're the right fit.
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