Who We Are - Mosaic Wealth Management Group

Who We Are

No Suits.
All Service.

Who We Are

No Suits.
All Service.

We’re a family at Mosaic.

Depending on the day, it feels like we’re all siblings, or sometimes parents and children. On any given day, you can find us working through a client issue together, and if you find yourself in the neighborhood around 2:00 in the afternoon, feel free to join us for Jordan’s famous office trivia!

We care about the work we do, because we feel the responsibility and honor of working with amazing clients every day. We’re truly a team that supports one another in and out of the office.

We’re there for one another. And we’ll be there for you.

Before we go any further, let’s make sure that we’re a fit.

You'll like us if:

You enjoy a good laugh and don’t take yourself too seriously.
You have goals in your head but need someone to help you put them on paper.
You value a collaborative, working relationship with a dedicated team.
You’ll see our best work if we’re in this together.
You realize time is finite…you can distinguish the difference between
what you are capable of doing and what you would RATHER be doing.

You won't like us if:

You prefer we wear suits and ties and use complex financial jargon.
You don’t trust us. Our process only works when you trust we will
always do what’s in your best interest.
You expect emails filling your inbox with hot stock tips and how to
get rich quick.
You don’t like cats and dogs…it’s not a deal breaker but it’s probably
something we should talk about.

Meet Mosaic

Click on one of the portraits below for more information.

Who We Support

These organizations have a special place in our heart. It’s how we like to give back to the community as part of our commitment to community involvement. We are so committed, that we have paid volunteering days, where we encourage our team to go out into the community and serve.