Mark is focused on helping individuals and businesses dream, define, and execute their financial strategies with an effective Protection and Investment Strategy. This strategy is comprised of two core tenets - Education & Action. It is the firm's philosophy that only after a client truly understands and has been educated on the elements necessary to execute their master strategies will they embrace the strategy as their own. Then, and only then, will incremental and systematic steps be taken to build the momentum necessary to achieve those goals. This is all done with the care and compassion clients expect & deserve when looking to add a financial professional to their trusted circle.
Mark has over 20 years of experience helping market, grow and develop businesses and medical practices, and consulting with entrepreneurs and families to develop and execute comprehensive growth & financial strategies. The services he offers include, but are not limited to; Retirement Planning, College Savings Strategies, Risk Management and Insurance Planning, Estate Planning, Financial Wellness Workshops, Employee Benefits Consulting, Charitable Planned Giving Programs, and Business Succession Planning.
Mark has a B.S in Electrical Engineering from Howard University, an M.S. in Electrical Engineering from the University of Illinois at Champaign-Urbana, and an MBA from the Kellogg Graduate School of Management at Northwestern University with a focus in Finance, Entrepreneurship and Marketing. He has his Series 6 and Series 63, as well as his Life & Health Licenses in the states of TX, CA, FL, IL, NY, GA, LA and NC.
Mark is a native of Dallas, and is very involved in the community. A graduate of Bishop Lynch High School, Mark is involved with Catholic Charities of Dallas and Fort Worth; is on the Board of the DFW Kellogg Alumni Club as the President; Board Member of The Dallas Business Club; Board of Director Member for Bishop Lynch High School, the Political Involvement Leader for his firms' DFW Region, and a regular speaker for the EMPOWER Series on Financial Literacy.
In his free time, Mark enjoys playing classical piano and exploring the world of scotch whiskey. He has three kids and a Portuguese water dog, who actually hates the water.
Gabrielle - Digital Communications Director & Legislative Assistant, Congressman Filemon Vela, BA - African American Studies & MA - Public Policy, DePaul University
Sean - Stanford University Graduate in International Relations, Pursuing Masters Degree of Management Science & Engineering at Stanford University
Ayden - Freshman, Villanova University, Academic Athlete - Football




Alexis’ expertise is helping individuals and businesses understand and navigate asset protection and wealth creation. She has extensive experience in the industry, beginning her career in personal lines insurance as a Property Adjuster and Claim Manager. Since 2015, she has devoted her time to developing and executing insurance and financial programs for individuals, families and entrepreneurs with a focus on accumulating and preserving assets to build generational wealth. She offers a variety of services including, but not limited to; Income Protection, College Funding, Retirement Planning, Long Term Care Insurance Strategies, Multi-Generational Wealth Transfer Planning, Estate Planning and Business Succession Planning.
Alexis has a Bachelor’s Degree in Economics from The University of Texas at Austin. She is a Retirement Income Certified Planner, Chartered Life Underwriter and Chartered Property and Casualty Underwriter. In addition to her Series 6 and Series 63, she holds Life and Health licenses in multiple states.
Alexis was raised in Amarillo, Texas and has lived in Dallas since 1989. She and her husband have one son. She is active in her community serving as a Board Member for Boys and Girls Club of Collin County and Texas Healthcare Advisory Council.
Chantal Hayes Randall serves as the Director of Client Relations & Marketing for Momentum Wealth Strategies, bringing more than 15 years of experience in branding, marketing, creative strategy, and client communications to the team.
A graduate of DePaul University, Chantal has a strong background in creative direction, brand development, and relationship management. In her role, she supports the firm through marketing, client outreach, service coordination, and the development of thoughtful, engaging client experiences.
Known for her creativity, attention to detail, and warm, people-first approach, Chantal is passionate about helping clients feel informed, supported, and valued. Outside of work, she enjoys traveling, acting, reading, and spending time with her son, Raiden and goldendoodle puppy, Skye.
5005 LBJ Fwy, Suite 1600
Dallas, TX 75244
2600 Network Blvd, Suite 130
Frisco, TX 75034
Office: 972.774.2022
Email Mark | Cell: 214-334-1638
Email Amor | Cell: 469-346-5794
Email Alexis | Cell: 972-824-2816