MEET WITH GERALD
Omar Aquil
In 1999, Omar Aquil began his Financial Advisor career in Memphis, TN as an independent Insurance agent with Lincoln Carr & Associates. He specialized in the k-12 educator market providing tax sheltered annuities, life insurance and advanced retirement planning. Omar was instrumental in helping his organization enroll 63% of all Memphis City Schools employees into tax sheltered annuity retirement plans. Omar joined The Momentum Financial Group in 2003. He has held various positions, most recently Lead Advisor/Field Trainer. As a Lead Advisor/Field Trainer, he is responsible for developing new territories as well as recruiting and training new advisers. The Momentum Financial Group would not be the success it is today without the efforts of Mr. Omar Aquil. Omar currently resides in Memphis, TN. He received his formal education from Florida A&M University as.a scholarship student /athlete for the universities Men’s Swimming Team.
Season Caulkins
Season Caulkins began her career with The Momentum Financial Group in November 2008. Prior to joining The Momentum Financial Group, she worked with The National Teachers Associates, providing disability, cancer, heart and accident plans to educators.. Season is of the firm belief that anyone can enhance their quality of life through proper financial planning. With this said, Season has built relationships with a broad range of clients from various socioeconomic backgrounds. Season prides herself in having the ability to educate her clients about ways they can set aside a monetary value, that will not change their present way of life, and multiply that value numerous times throughout their lifetime. Season graduated from the University of Illinois at Chicago with Bachelor of Science degrees in Marketing and Management. She attained lifelong membership into two honor societies, Phi Theta Kappa and Alpha Beta Gamma. Season’s personal interests lie in the areas of natural health, gardening and grass-root civil rights initiatives. Her personal interests align with her professional goals of teaching others how to live happier, fuller, richer lives. Season is a mother of three and resides in Memphis, Tennessee.
Leroy Mills Jr.
Honesty, Discipline, Strong Work Ethic and Dedication are character traits that have made LeRoy Mills, Jr a well respected Financial Advisor. Mr. Mills acquired his Bachelor of Arts degree from Prairie View A&M University in 1978. Afterwards, he dedicated over 20 years of his career to retail management, the last seven as store manager for the Toys “R” Us Corporation. Excellent customer service was always his #1 priority. In 1999, Mr. Mills decided to change career paths. He accepted a position to help senior citizens make proper decisions regarding Medicare and various Long Term Care products. That market now includes Medicare Advantage and the new Medicare Prescription Drug Plan. The excellent customer service he honed as a manager for the Toys “R” Us Corporation enabled him to receive numerous awards for being a trusted salesperson in his industry. Mr. Mills decided to expand his services to help educators plan for retirement. He joined The Momentum Financial Group in 2005. Mr. Mills specializes in writing 403(b) Tax Sheltered Annuities, Roth IRA’s, Life Insurance and explaining TRS of Texas retirement benefits to educators in school districts throughout the Houston, TX Metropolitan area.
Thomas Oviedo
Thomas Oviedo lives in Pasadena and is a native Houstonian. He received his Bachelor of Business Administration with concentration in Accounting from the University of Houston. He also completed the University of Houston’s Personal Financial Planning Program. Prior to joining Momentum Financial Group, Thomas Oviedo worked over 30 years in corporate financial capacities that include financial roles in banking, retail, medicine, insurance and information technology. Thomas keeps up with the financial industry and continuously monitors the national/global economy to understand the ramifications on personal financial issues. He believes this enables him to provide better value and service to his clients. Thomas is frequently complimented for his integrity, financial knowledge and advice. Thomas Oviedo enjoys regular exercise for personal health benefits, is married and has one son attending Texas A&M University. His wife has been an educator for over 30 years.
Angel Weaver
“I love being a part of a company that has the client’s best interest at heart. Our team works together to make sure that our clients receive the best service possible.”
Angel Weaver
Service Advisor/Office Manager
Momentum Financial Group
281-491-2285 (direct)
281-491-1650 (fax)
Veronica Storey
“I am grateful to be a part of a team that puts God and faith at the forefront, to ensure that our clients are guided in the right direction towards financial success.”