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This is your moment.

You’ve worked hard to get to where you are today.  And you deserve a financial advisor who understands your world.

 

Our experiences as pro athletes and entrepreneurs have forged our perspective and shaped our approach. They built the foundation of our expertise and they have given us a personal understanding of what it's like to be in the shoes of an elite athlete and a successful entrepreneur during that moment of sudden wealth.

We created Moment to address the unique needs and circumstances of pro-athletes and entrepreneurs.

 

From the quiet struggles and toughest defeats to the thrill of glorious victories, we know every moment counts.

 

Whether it’s being there for our teammates on the field and office or our families at home—we know the importance of being present and always showing up with our best.

We work hard to protect what you’ve earned, ensure your long-term financial health and take the weight of managing the everyday details off your shoulders.

The strength of any team is built on the quality of its leaders, the skill of its players and their ability to function as a high-performing unit.

 

We understand the importance of building a team of experts, creating a roadmap with clear objectives and planning ahead.

Professional athletes and high-growth entrepreneurs rely on our knowledge, leadership and experience to grow their money, protect their wealth and ensure they have peace-of -mind to make the most of every moment.

Our Partners

Moment has aligned with world-class investments and solutions providers to serve our clients. 

The Moment Private Wealth Team.

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Jacob
Turner

Partner, CFP®

Jacob is a founding partner at Moment Private Wealth. Jacob was the 9th overall pick in the 2009 MLB draft. He played for Team USA, 5 MLB organizations, and spent time playing internationally. This firsthand experience helps Jacob as he serves the unique needs of athletes and entrepreneurs. 
 
Jacob heads the Sports & Entertainment Division at Moment and is a CERTIFIED FINANCIAL PLANNER®. He has worked with everyone from top 5 draft picks to league all-stars. His mission is to help the next generation of athletes make smarter decisions with their money.

 

Jacob resides in St. Louis, Mo where he and his wife Kristin are raising their four kids.

Luke

Turner

Partner, CFP®, CEPA®

Luke is a founding partner at Moment Private Wealth. Luke’s expertise is in helping entrepreneurs reduce their lifetime tax bill, create generational wealth, and exit their business efficiently. He prides himself on being a true partner for clients, helping them navigate the complexities brought on through success.

Luke heads up the Entrepreneur Division at Moment and is a CERTIFIED FINANCIAL PLANNER® professional as well as a CERTIFIED EXIT PLANNING ADVISOR. He holds a BA in Finance from the University of Missouri where he was a member of the club golf team.

Luke resides in St. Louis, MO with his wife Brynn and their three children. Outside of the office, Luke is an avid golfer and former club champion at Bellerive Country Club.

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Scott
Morrison

Wealth Advisor, CFP®

Scott is a Wealth Advisor at Moment Private Wealth, specializing in serving athletes and entrepreneurs. A former Division I baseball player at Fairleigh Dickinson University. Scott provides clients with a combination of real world experience and technical expertise.


Scott helps to lead the Sports & Entertainment Division at Moment and is a CERTIFIED FINANCIAL PLANNER®. He has helped clients navigate extensions, signing bonus structures, endorsement compensation, multistate tax exposure, and liquidity events. Scott holds a Master’s degree from Lynn University. 


Scott resides in Wellington, Florida with his wife and two children and enjoys travel, golf, and time with family.

Brendan
Fraleigh

Wealth Strategist, CFP®

Brendan is a Wealth Strategist at Moment Private Wealth. He comes from a wealth of experience in corporate partnerships, accounting and most recently, serving clients at a multi-billion dollar family office on the west coast, providing him a unique understanding of financial planning for ultra-high net-worth individuals.

He earned his undergraduate degree and Master’s of Science in Finance from the University of Notre Dame and is a CERTIFIED FINANCIAL PLANNER®. He also received a Monogram letter as a Men’s Soccer Manager and continues to serve his alma mater by building and maintaining relationships with current and former student athletes.

 

Brendan takes pride in serving his clients and looks forward to helping those use their gifts to serve as a force for good in the world. He resides in the Bay Area with his wife Kim. Outside of the office, Brendan enjoys playing golf, listening to music, spending time with family and never misses a Notre Dame Football game.

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Karson
Westhoff

Wealth Strategist

Karson is a Wealth Strategist at Moment Private Wealth. He specializes in helping business owners and athletes bring structure and clarity to their financial lives through comprehensive, planning-first advice.


Karson earned his degree in Personal Financial Planning from the University of Missouri and has experience working directly with business owners. He understands the unique challenges that come with running a successful company, including limited time, complex decisions, and a lot of moving pieces.


Karson resides in St. Louis, MO with his wife, Sophie, and their two dogs. He loves being active golfing or playing pickleball.

Alex
Flaugher

Director of Operations

Alex is the Director of Operations at Moment Private Wealth, where he leads the firm’s operational strategy and client experience. He was a Division I golfer at Western Illinois University and has more than a decade leading teams at Charles Schwab, TD Ameritrade, and Scottrade.


Alex has built his career serving high-net-worth clients and developing high-performing teams. He holds multiple industry licenses and is actively pursuing his CERTIFIED FINANCIAL PLANNER® to further enhance the value he brings to clients and the firm.


He resides in St. Louis, MO with his wife, Cailynn, and 1 year old son, Wyatt. Alex and Cailynn enjoy spending time going to local farmers' markets and locally owned restaurants. You can find him on the golf course on the weekends playing golf.

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Ben
Walker

Chief Marketing Officer

Ben is the Chief Marketing Officer at Moment Private Wealth. Prior to joining Moment, Ben spent 11 years at Google driving revenue growth and building high-impact client relationships with brands like Nike and LVMH. He managed portfolios exceeding $100M and transformed business performance through data-driven strategy and executive-level partnerships.

Ben holds a B.S.B.A. in Marketing and International Business from Indiana University's Kelley School of Business, with a minor in Mandarin Chinese. He began his career with Teach for America, reflecting a lifelong commitment to teaching and empowering others.

Ben lives in Denver, CO with his wife Kristin and their dog Goosie. Outside the office, he can be found at live concerts, behind a camera lens, or chasing outdoor adventures. 

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