Momentum Financial Group was founded in Houston, Texas by two advisors who sought to provide more service to their clients, K-12 educators. In 1998 advisors started working with teachers in the underserved Memphis, TN educator market. In 2017 Momentum Financial Mid-South was formed to concentrate on the clients in Memphis and the tri-state area.
In addition to the K-12 educator market, MFMS specializes in helping clients from every profession set up retirement plans that optimize their Social Security income, along with their pension and other saved retirement investments. MFMS has the expertise to help anyone looking for a financial plan to help realize their dreams.
BILAL AQUIL
AdvisorBILAL AQUIL Advisor
Bilal has over 20 years of experience in the financial services industry. Since 2003, he has been the leader and visionary behind Momentum Financial Group, helping the firm in its mission to help clients benefit from increasing passive income.
Based in Houston, Texas, Momentum conducts business primarily in the Mid-South and Southeast Texas areas. In 2010, Bilal sold his ownership in Momentum Financial Group to US Retirement Partners Inc. and began providing CEO and CFO services as a contract consultant to growing businesses.
Before founding the Momentum Financial Group in 2003, Bilal was an independent agent in Houston, where he specialized in writing contracts for tax-sheltered annuities, life insurance and individual retirement accounts.
A Houston native, Bilal attended the University of Houston. He still lives there with his wife and three children. In his spare time, he enjoys exercising and volunteering with Junior Achievement at his daughter’s school.
OMAR AQUIL
AdvisorOMAR AQUIL Advisor
Setting the Tone
I was born in St. Louis, Missouri, raised in Houston, Texas, and have lived in Memphis, Tennessee since 1998. My mother was an educator and my father was an entrepreneur. Watching how hard my parents worked and the way they managed money, taught me the principles of hard work, service, loyalty and integrity.
The Call to Help
After studying business in college, I knew that I wanted to be an entrepreneur like my father, but I was unsure of what field to go into. My brother is also a financial advisor, and watching the satisfaction that he received from helping clients implement a plan that allowed them peace of mind influenced my decision to get into the financial planning business.
Enthusiasm for Educators
Since 1999, I have helped hundreds of people build their financial programs. I enjoy working with all of my clients, but I have a special place in my heart for educators since my mother was one herself. Each and every opportunity to help educators understand the choices they have to prepare of their future motivates me. It’s both inspiring and gratifying when I see my clients on the path to financial freedom.
Omar’s Overview
- Has four children: Tye, Kyle, Zachary and Zoe
- Received a full swimming scholarship to Florida Agriculture & Mechanics University
- Enjoys exercising and spending time with family
Season Caulkins
AdvisorSEASON CAULKINS Advisor
I began my career with Momentum Financial in November 2008. Prior to joining Momentum Financial, I worked with The National Teachers Associates, providing disability, cancer, heart and accident plans to educators. While preparing for sickness and death is important, I decided to focus my career on helping people to prepare for a long and happy life through proper financial planning.
I am of the firm belief that anyone can achieve their financial dreams through proper financial planning. It’s always exciting to me to help clients realize they can have the retirement income & lifestyle they desire through the planning tools we offer. I also have a passion for helping the under served population learn how to better work with their finances.
Season’s Overview
- Bachelor of Science in Marketing & Management, University of Illinois at Chicago
- Lifelong membership to two honor societies, Phi Theta Kappa and Alpha Beta Gamma
- Membership Chair, Rotary Club of Northwest Shelby County
- Enjoys eating plant-based meals, gardening, discussing ideas, time with family and teaching others how to live happier, fuller, richer lives
READY TO TAKE
The Next Step?
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