Momentum Wealth Management

Emil Aldaddah is a financial advisor at Momentum Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank and Morgan Stanley Private Bank. Emil is also the founder and managing member of Momentum Capital Ventures LLC, a private investment entity. Momentum Wealth Management provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a range of investment strategies including modern portfolio theory, factor investing, and quantitative optimization, and offers access to complex and less liquid investments through various platforms and sub-advisers.

Jacob Derrig is a CFP® and ChFC® with 16 years of industry experience. He is the sole advisor at Momentum Wealth Management, where he has worked since 2024. His prior experience includes roles at Charles Schwab, GWFS Equities, Inc., and M Holdings Securities, Inc. He holds insurance licenses in life and health. Momentum Wealth Management provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a multi-faceted investment approach incorporating modern portfolio theory, factor investing, and quantitative optimization, and offers access to a broad range of investment products through model portfolios and sub-advisers.

Andrew Czarkowski is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting individuals and families with various aspects of financial planning, including education planning, family wealth management strategies, liquidity management, new wealth management, personal retirement planning, philanthropic planning, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income. Andrew began his career in financial services in 2010 after earning a Bachelor's Degree from the University of Texas System, where he attended the McCombs School of Business at the University of Texas at Austin. He holds the Personal Investment Advisor (PIA) designation. Based in Glenview, Illinois, Andrew focuses on building trust with his clients to understand their goals, objectives, and risk tolerance, providing education on behavioral finance to support sound decision-making. Outside of his professional work, Andrew's personal interests include basketball, boating, football, golfing, hiking, music, reading, running, skiing, and spending time with his family. He is committed to treating clients with care and respect while fostering lasting relationships.