Momentous Wealth Management, Inc.

Taren Bennett is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Momentous Wealth Management in 2021, Bennett worked briefly at Aldrich Wealth and served in the U.S. Army from 2012 to 2017. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients, offering customized portfolios through a mix of individual securities and funds, with investment strategies incorporating fundamental, technical, cyclical, and ESG analysis.

Todd Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. He is also the owner of TKAIM, LLC, which owns the building housing his firm. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for about 455 clients. The firm offers customized portfolios using a mix of individual securities and funds, employing fundamental, technical, cyclical, and ESG analysis, with discretionary management and oversight of third-party sub-advisers.

Taylor Vilhauer is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with 13 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2020, Momentous Wealth Management since 2017, and Kms Financial Services from 2012 to 2020. Outside of his advisory role, Vilhauer serves on the board of Innovative Services NW and is involved in community activities including organizing fundraising events for Faith RX’d and supporting the Clark County Young Life golf tournament. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for about 455 clients. The firm offers customized portfolios using a mix of individual securities and funds, employing fundamental, technical, cyclical, and ESG analysis, along with ongoing monitoring and rebalancing.

Nikolas Miner is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and PKS Investments. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolios using a mix of individual securities, ETFs, options, mutual funds, and private securities, employing fundamental, technical, cyclical, and ESG analysis as part of its investment process.

Linde Carroll is a CFP® with 14 years of industry experience, currently serving at Momentous Wealth Management, Inc. She has worked at Purshe Kaplan Sterling Investments, Sustainable Wealth Management, Inc., Kms Financial Services, Inc., and TWP Investments. Carroll volunteers as the treasurer for Lakeshore Community Church, managing its finances and reporting to the finance committee. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing fundamental, technical, cyclical, and ESG analysis, with options for discretionary management and third-party sub-adviser oversight.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

Savanna Pitman is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. She holds the Series 65 designation and has been with Momentous Wealth Management since 2025. Prior to this, she was not employed in the industry. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a mix of individual securities and third-party sub-advisers with a focus on fundamental, technical, cyclical, and ESG analysis.