Mosaic Financial Group Team

MosaicTeam

We serve at the center of our clients' financial lives, helping them achieve financial security and peace of mind through financial planning and a personal relationship.

To learn more about our team members, please click on the bios below.

 

Andrew Bird , CFP®, CLU®, RICP®

Partner

Office 414-615-2935


Email

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Charlie Sauer , CFP®, CLU®, ChFC®, RICP®

Founder

Office 414-615-1801


Email

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Darrin Englebert , CFP®

Partner

Office 414-389-8924


Email

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Jonathan Davis

Associate Wealth Management Advisor

Office 414-615-1830


Email

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Soo Schreiber , MBA, CFP®

Associate Wealth Management Advisor

Office 414-615-1816


Email

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Ellen Dieringer , CLU®, ChFC®, CASL®, RICP®

Advisory Operations Specialist

Office 414-271-3242


Email

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Daniel Siekierski , CFP®

Associate Wealth Management Advisor

Office 414-615-1813


Email

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Amy Bernstrom

Associate Wealth Management Advisor

Office 414-615-2914


Email

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Bonnie Jegl

Associate Wealth Management Advisor

Office 414-358-5097


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Megan Lewis

Director of Operations and Client Service

Office 414-389-8932


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Jennifer Cannon

Director of Operations and Client Service

Office 414-271-3242


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