Greg Coleman, RICP®
Login to view DISC.Greg Coleman is the Founder of Momentum Wealth Advisors, where he specializes in creating integrated financial strategies for VPs and senior leaders. A Retirement Income Certified Professional® and graduate of Southern Illinois University, he is consistently described as a positive, upbeat, and world-class leader who helps clients build confidence in their financial futures.
He has a background in multi-unit leadership for major retailers like Best Buy, developing skills in team building and navigating change which he now applies to his advisory practice. Greg publicly expresses support for military veterans and emphasizes gratitude and family during holidays like Thanksgiving.
Greg successfully transitioned his career from managing large retail operations at Best Buy to founding his own specialized wealth management firm.
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