OUR PRINCIPLES

A Client Focused Approach

Client satisfaction is of the utmost value in our practice. Everything we do is concentrated on achieving our client's goals in an efficient, positive manner.

 

Expertise

Our solutions combine complex instruments across multiple industries. The experience of our team and network of partners is crucial to our clients' success.

 

Creativity

We find creative solutions to complex situations, and thrive in doing so. Our unique, cross-platform strategies present the next evolution of personal business financial planning and we would love to share them with you.

Integrity

We believe clarity and transparency foster deeper, more meaningful relationships. At Momentum, we keep our clients informed every step of the way through the consultation, design, implementation, and management phases of our engagement.

 

Embracing Technology

We believe in implementing systems and utilizing the latest applications and proprietary software to best service our clients.

 

OUR LEADERSHIP

JOSHUA COLEMAN, Founder & CEO

 

Joshua began his career as an analyst for Towers Watson and Morgan Stanley (private equity and hedge fund of funds).

While assisting with the legal, tax, and investment planning strategies for his own family office, Joshua became drawn to the world of advanced planning. In time, he developed his own designs, which were leveraged across captive and structured product markets, and Momentum Advanced Planning was born.

Joshua is passionate about bringing elite capabilities in advanced tax and legal planning, actuarial design and insurance architecture to advisors working with high net worth families and highly profitable business clients. Joshua earned his degree in Finance and Mathematics from Villanova University. In his spare time, Josh spends time with his wife and their three children.

 

TIM TRELA, President

 

Tim draws on more than 30 years of leadership experience in the manufacturing and professional services industries, where he was an Officer at Mittal Steel (formerly Inland Steel Co.) and Vice President at EDS, where he founded its metals practice.

Outside of his Fortune 500 experience, Tim was Group Chair at Vistage International, the world’s leading chief executive organization, reflecting his passion to help business owners realize their potential.

Tim earned an MBA in statistics and finance from Chicago Booth and an undergraduate degree in liberal arts from Wabash College. He is on the board of Childlink, a Chicago based NFP and is an advisor to the Purdue University Technology Center. Tim and his wife MaryClare reside in Chicago and have two grown children.