At Mosaic Financial Partners, we value continuing education and surrounding ourselves with a network of experts. We have partnered with the following organizations to stay at the forefront of our industry:
Andrew Bird, CFP®, RICP®, CLU®, Partner and Private Wealth Advisor of Mosaic Financial Partners is a member of the Milwaukee Business Journal Leadership Trust, an invitation-only community of influential business leaders, executives and entrepreneurs in the Milwaukee area. As a member, Andrew contributes thought leadership articles to the Milwaukee Business Journal website and participates alongside fellow members in Expert Panels.
The Milwaukee Estate Planning Forum (MEPF) exists to help the Milwaukee community find qualified estate planning professionals and resources. Mosaic Financial Partners is the proud Wealth Management Sponsor of the MEPF. We share in their mission to support the team concept of estate planning and ensure resources on these topics are readily available to the community. Partner, Andrew Bird, has been a long-time member of this organization and looks forward to continuing their work through this sponsorship.
Darrin Englebert, CFP®, RICP®, Partner and Private Wealth Advisor of Mosaic Financial Partners is a member of Physicians Nationwide, a network of financial advisors and representatives uniquely qualified to help address the financial needs of those who have devoted their lives to the practice of medicine.