Our goal is to provide you a caring, trustworthy environment that treats you as family. As Certified Planning Practitioners, we adhere to a code of ethics established by the Certified Financial Planner® Board of Standards.

We are a diverse team with over 75 years of combined financial planning and investment knowledge. This experience, combined with our vast professional network, helps shape our client’s portfolios and long-term goals.

At Mosaic, our priority is helping you plan for both today and tomorrow. We specialize in working with you, to create your personal mosaic that encompasses lifestyle planning and independent asset management, while also considering estate and retirement strategies that are right for you.