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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 CFA®, CFP®, ChFC®, CLU®, RICP®

Financial Advisor

Chad L Bolliger RICP®, CLTC®

Financial Advisor

James P Grogan CLU®

Wealth Management Advisor

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

Financial Representative

Sherri A Mitchell CLU®, CFP®

Wealth Management Advisor

George J Doome II

Wealth Management Advisor

James Benjamin Bell JrCLTC®

Financial Advisor

Brett Heaton Juarez CFP®, M.S.

Financial Advisor

Joseph James Pitterle CLTC®, RICP®

Financial Representative

Gina Nicole Pagan

Financial Representative

Erica Wright MBA, CFP®

Financial Advisor

Robert Rudman CLU®, CASL®

Financial Advisor