856-283-0755

Advisor Support

Comprehensive Training

Stay up-to-date with industry trends and best practices.

Enhance your skills through continuous education.

Benefit from mentorship and peer support.

Marketing Assistance

Access a suite of marketing tools and resources.

Leverage social media, email campaigns, and event planning.

Receive personalized marketing strategies tailored to your practice.

Operational Efficiency

Simplify administrative tasks with dedicated support staff.

Utilize cutting-edge technology to manage your practice.

Benefit from streamlined compliance and regulatory support.

Affiliation Options

Guided – Resources for Compliance

Enjoy the benefits of a full partnership with Momentum Wealth Partners, including comprehensive support and resources.

Supported – Administrative and Back Office

Integrate your practice into our established infrastructure while maintaining your independence.

Momentum – Strategic Guidance to Practice Growth

Join our community of like-minded professionals and access a network of support and resources.

Why Choose Us?

Experienced Professionals

Our team consists of seasoned professionals with a wealth of experience in the financial industry. We are dedicated to providing you with the highest level of service and expertise, helping you navigate even the roughest seas.

Advisor-Centered Focus

Your needs and goals are at the heart of everything we do. We pride ourselves on building strong, lasting relationships with our advisors based on trust and transparency, like a reliable compass guiding us together.

Time-Honored Track Record

We have a history of helping advisors achieve their professional goals through prudent planning and strategic support. Our success is measured by the success of our advisors, like a voyage well-navigated.

Get Started Today

Explore the benefits of partnering with Momentum Wealth Partners and see how we can help you achieve your professional goals. Contact us today to learn more about our services and how we can support your journey towards independence.

Chart Your Course!
ahmer profile

Ahmer Khan

Transition Specialist

Ahmer joins Momentum Wealth Partners from the world of film production where he produced commercials for some of the world’s most recognizable brands. He is a seasoned professional with over two decades of experience in operations management, process optimization, and cross-functional leadership. Known for delivering complex projects on time and within budget, he excels in his ability to lead diverse teams, streamline operations and foster stakeholder collaboration. His hands-on approach and commitment to excellence have consistently driven success in dynamic, high-pressure environments.

His proven ability to implement best practices, manage large-scale projects, and maintain strong client and vendor relationships makes him an invaluable contributor to our wealth management operations team. In his role as a Transition Specialist with Momentum, Ahmer leverages his excellent operational skills to help advisors navigate their transition journey. Ahmer also holds the Series 7 & 66 through LPL Financial as well as the Health & Life Insurance licenses.

He likes to stay busy, when not at work he enjoys spending time with family & friends. Attending and supporting his children’s sporting and artistic endeavors, playing in his local softball league, playing guitar, cooking and gardening.

stacy profile

Stacy Coldwell

Financial Advisor

Stacy Lyn Coldwell has been guiding clients toward their financial goals for over 18 years. Stacy honed her expertise in financial planning and investment strategies at PNC Investments. A graduate of Towson University, Stacy earned her degree in Business Administration with a concentration in Finance.

Stacy’s approach is rooted in her belief in building strong, trusting relationships with her clients. She values understanding what matters most to them—whether it’s preparing for retirement, saving for their children’s education, or pursuing financial independence.

lorraine profile

Lorrain Harrod

Financial Advisor

Lorraine Harrod has dedicated over 20 years to helping individuals and families pursue their financial goals with honesty, integrity, and genuine care. Her career includes impactful roles at PNC Investments and JP Morgan Chase, where she gained a deep understanding of financial planning and investment strategies.
 
Lorraine’s approach centers on building meaningful relationships with her clients, understanding their unique goals, and providing tailored guidance to help them work toward their financial future. She is especially passionate about helping others improve their financial well-being through practical and compassionate solutions.
carrie matyl profile

Carrie Matyi

Transition Specialist

Carrie started in the financial industry working for Prudential in 1995 and has worked in financial services serving clients for over 25 years. Carrie has extensive experience helping clients with their customer needs. Carrie was born in New Jersey and in 2010 moved to North Carolina where she currently lives with four children and loves being a mom.  She enjoys being an active part of her community, children's travel sports and spends her free time traveling and learning new things.

ronald.vinyard@lpl.com

814.833.5989

Ronald Vinyard

Head of Supervision

Ron joined Legacy Financial after a long career in the U.S. Army.  From that experience, he brings a sense of service, dedication, and commitment to his work and his clients.  Ron serves as an LPL Financial Advisor and Registered Principal focused on small businesses, families, and individuals in the pursuit of retirement and other financial goals. 

Ron has a Master's in Business Administration in Finance degree from Penn State and an undergraduate degree in Criminal Justice from Lindenwood University.  He has also earned the CERTIFIED FINANCIAL PLANNER™ Professional certification, the Chartered Financial Consultant™ designation, the Chartered Retirement Plan Specialist™ designation, and the Wealth Management Certified Professional™ designation.  He is Series 24 (General Securities Principal), Series 7 (General Securities), 66 (Uniform Combined State Law), and SIE (Securities Industries Essential) licensed with LPL Financial and also holds Accident, Health, Life, and Fixed and Variable Annuities insurance licenses. 

Ron is a member of the Erie Chamber of Commerce and Growth Partnership, The American Legion, Business Networking International, the Financial Planning Association, the Manufacturer and Business Association, and is on the Board of Trustees for the Erie Day School. He and his wife Nicole live in Fairview, PA, and have three children, Audrey, Adalyn, and Jackson.

Schedule with Ron at https://go.oncehub.com/ronaldvinyard 

CRPS conferred by College for Financial Planning.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Legacy Financial Consultant Services are a separate entity from LPL Financial.

 

chrissy.carpenter@lpl.com

609.922.2385

Chrissy Carpenter

Chief Administrative Officer

Chrissy Carpenter is a seasoned professional with 15 years experience in the financial industry.  Throughout her journey, she has consistently demonstrated a commitment to excellence in various roles, solidifying her reputation as reliable and proficient in the field.

With a unique blend of expertise, Chrissy stands out for her customer-centric focus and operational prowess. Her ability to navigate the complexities of the financial sector while keeping a keen eye on customer satisfaction makes her a valuable asset to our team.

Beyond her professional achievements, Chrissy is grounded in her personal life, residing in the charming locale of Medford, NJ with her husband and two boys. She spends her weekends cheering on her children as they play flag football, baseball and basketball.  Chrissy and her family love spending time in Ocean City in the summer!  Her dedication to both her career and family showcases her ability to balance the multiple facets of life.