At Mosaic Wealth Strategies we are passionate about helping you feel financially confident. The importance of fully embracing your financial life with certainty cannot be overestimated, and we’ve made it our mission to provide an environment for you where you can ultimately thrive!
Women face a unique set of financial issues, and often underestimate their abilities when it comes to financial decision making. That’s why we offer a different and much needed experience to help you assume control of your money with confidence — and then actually enjoy this new position in your lives.
We provide information and dialogue so that we can work through challenges and opportunities together. Helping people has always been our driving force. We enable women to achieve clarity, develop confidence and take control of their financial lives. We elevate your understanding to help you make smart decisions, providing peace of mind and relief from financial stress.
Your Team. Your Advocates. Your Friends.
We are a mother and daughter team who combine our own unique skills and personalities to complement each other and benefit our clients. We love working together, and believe that our passion for what we do here at Mosaic Wealth Strategies really resonates in every element of our work.
We feel blessed to work each day on behalf of our clients and to serve their best interests at all times. We approach everything we do with the utmost integrity, and strive to give each client our maximum effort in an environment that is most comfortable to them. We take pride in developing long term relationships with our clients, sharing in the many highs and lows we all face, and ultimately becoming friends. Financial planning truly does change lives!
I founded Mosaic Wealth Strategies because I wanted to make a difference, and provide meaningful solutions to women like me. I have always been motivated to help people and it provides much joy when we help elevate women in ways that are real and impactful.
Being female and significantly younger than most financial advisors helps to set me apart in this industry. I bring a very different perspective, and believe that our female-focused approach is deeply necessary in a field that remains predominantly designed by men for men.