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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Leading for Life's Moments

At MomentUs Wealth Management, we provide comprehensive financial services to clients in the Hurst, Euless, and Bedford (HEB) area, as well as the greater Dallas-Fort Worth (DFW) region, including Tarrant, Dallas, Denton, and Collin counties. Our vision, "Planning for Generations," reflects our commitment to helping you build and preserve wealth across generations. We offer personalized investment management, estate planning services, and tax strategies to optimize your financial goals. Our mission, "Leading for Life’s Moments," focuses on guiding you through life's milestones and unexpected challenges with care and confidence, allowing you to concentrate on what matters most. The name "MomentUs" embodies our dedication to pivotal life moments, with the capital "U" representing the unique relationships we prioritize: your connection with a personal financial advisor, our collaborative team, and Ameriprise Financial Services—a Fortune 300 company with over 130 years of history. Our core values—Service, Leadership, Excellence, Relationship, and Integrity—are principles we live by daily. We believe in providing access to financial knowledge for everyone, fostering a team that grows with you, and navigating life's financial moments with integrity. Through education and guidance, we empower you to confidently navigate your financial journey.

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Join us for a shredding event

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.

Join us for a holiday celebration

Lets celebrate the holiday! Enjoy this special event with us.
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Planning for Generations

Our vision is to be your trusted partner in helping you build and preserving wealth for generations to come. We are dedicated to fostering enduring relationships with you and your family, ensuring your financial goals are optimized today and for future generations. By cultivating a team of skilled professionals and nurturing strong leadership, we focus on continuity, knowledge sharing, and a seamless transfer of insights—just as we help you build and pass on your legacy. We are committed to building a foundation that supports your lifelong financial confidence and fosters generational prosperity.