Strategic Partners

We partner with some of the best in the business to better serve our clients.

Through Northwestern Mutual, Mosaic Financial Group has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Kurt Duane Smith

Kurt Smith   CFA®, CFP®, RICP®, CLTC®, CLU®

Financial Advisor

Contact Me

Office 414-615-2919


Email

Chad Bolliger

Chad Bolliger   RICP®, CLTC®

Financial Advisor

Contact Me

Office 414-507-3031


Email

James Grogan

James Grogan   CLU®

Wealth Management Advisor

Contact Me

Office 414-358-5100


Email

Steven Gardiner

Steven Gardiner   CPA, CLU®, CFP®, AEP®, RICP®

Financial Representative

Contact Me

Office 414-615-1804


Email

Sherri Mitchell

Sherri Mitchell   CLU®, CFP®

Wealth Management Advisor

Contact Me

Office 414-615-1832


Email

George John Doome

George Doome II   CLU®, ChFC®, CASL®

Financial Advisor

Contact Me

Office 262-439-6086


Email

James Bell

James Bell   CLTC®

Financial Advisor

Contact Me

Office 414-615-1855


Email

Brett Heaton Juarez

Brett Heaton Juarez   CFP®, CLU®, ChSNC®, M.S.

Financial Advisor

Contact Me

Office 414-615-2909


Email

Joseph Pitterle

Joseph Pitterle   CLTC®, RICP®

Financial Advisor

Contact Me

Office 414-358-5112


Email

Gina Pagan

Gina Pagan

Financial Advisor

Contact Me

Office 414-615-1826


Email

Erica Wright

Erica Wright   MBA, CFP®, ChFC®

Financial Advisor

Contact Me

Office 414-271-3242


Email

Robert Rudman

Robert Rudman   CLU®, CASL®

Financial Representative

Contact Me

Office 414-358-5101


Email