About Us

Momentum Fi Marketing was founded by Dawson Lively, a seasoned financial executive with over two decades of experience in the credit union, banking, fintech, and marketing industries. Dawson realized that too many financial institutions were being underserved by generic marketing agencies that didn’t truly understand the industry.

That’s when Momentum Fi Marketing was born.

We specialize in helping credit unions, banks, and financial professionals grow with purpose. With deep industry roots and marketing expertise, we craft strategies that speak the language of finance, while delivering modern, measurable results. From targeted digital campaigns and SEO to website development and workflow optimization, we’re here to drive real momentum.

We’re proud to be mission-driven, just like you are. Whether you want to grow your membership, increase loans, engage your existing members, or build a stronger digital presence, Momentum Fi is your trusted partner for strategic, scalable growth.

Let’s build Momentum together using the proven Momentum Fi Formula, designed to help you grow without relying on sales quotas, referrals or word-of-mouth.