Planning Team

Andy Bird is a founding member of the Mosaic Financial Partners. One of the main reasons he helped create Mosaic Financial Partners, along with partners Charlie Sauer and Darrin Englebert, is because he believes a client should get to work with an enduring firm – one which will outlive their advisor’s career. Andy believes that every client should have the planning support from a multi-generational team, that will be around not only for the rest of the client’s life, but generations beyond. His greatest professional satisfaction is helping make other people’s dreams a reality through financial planning.

Beginning as a college intern while studying at Marquette University, he joined Northwestern Mutual in 2004. Andy then joined Northwestern Mutual full time in 2006 after graduating with a business degree in Economics. Since then, he’s also earned his CFP^®, CLU^® and RICP^® professional designations.  As a Wealth Management Advisor, he specializes in helping clients get to and through the complexities of retirement which includes investment portfolio design & management, as well as distribution planning. 

Andy and his team also help clients with their life, disability, long term care, education funding, and other financial goals. In addition to these areas of practice Andy works with many physicians, business owners and estates to help with their unique planning needs as well.  As a member of NAIFA (National Association of Insurance and Financial Advisors), and the Milwaukee Estate Planning Forum, Andy is committed to continuing education and bettering the financial planning industry.

Andy and his wife, Jenny, originally met at the Gesu Church meal program serving others. Now, many years later they reside in Fox Point with their three daughters. Andy and Jenny are members of St. Monica’s church, where Andy is also a member of the Finance Council. They enjoy spending family time together, exercising, entertaining, serving others (they still serves meals to the needy as a family at Gesu Church), and spending time on or near the water.  Just as his father did before him, Andy is teaching the girls to sail!

Darrin Englebert has been named a 2022 Forbes Best in State Wealth Advisor, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP) and member of Physicians Nationwide.¹ He specializes in helping physicians, dentists, successful families, and those in or nearing retirement by transforming complex financial situations into a customized financial plan.

Married to a physician, Darrin is passionate about and specializes in addressing the financial planning needs of medical professionals. He has helped many successful physicians and dentists plan for and achieve their financial goals, often starting when they were residents or interns. Colleges, residency programs, and physician/dental groups frequently request Darrin to speak to their members on a variety of financial security topics. In addition, Darrin provides group and executive benefit planning for small businesses and is astute in providing detailed retirement planning for those in or nearing retirement.

Darrin graduated from the University of Milwaukee-Wisconsin with a double major in Finance and Marketing. He completed his MBA from Keller Graduate School of Management. Darrin is married to Tina and together they have three children. In his spare time, he enjoys a good Sci-Fi movie, golf, exercise and traveling.

¹Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Jon is a graduate of The University of Iowa and joined Northwestern Mutual in 2015. He has over 20 years of experience in this industry and has been working with investment clients since 2001. With Mosaic Financial Partners, Jon's work focuses on building complex financial plans and working with families to understand their needs so that we can implement strategies designed to reach their goals. This includes retirement income planning, building & customizing investment portfolios, and risk planning. Jon holds the Wealth Management Certified Professional® Designation; is securities registration with series 7, 63, and 65; and is licensed in Life and Health Insurance.

Jon and his wife, Cecilia, live in Fox Point with their two school-age boys, and their dog Ollie. In his spare time Jon enjoys being outdoors (paddling, hunting, and camping); following Packer and Hawkeye football; and just spending time with family! Jon has also earned the rank of 3rd Degree Black Belt in Taekwondo, and is an assistant instructor at a martial arts school in Mequon.

Soo is a graduate of St. Norbert’s College and holds a bachelor’s degree in International Business.  She received her MBA from the University of Wisconsin Whitewater and holds the CERTIFIED FINANCIAL PLANNER™ CFP® professional designation. She has been with Northwestern Mutual since 2008 and is life and health licensed and Series 7/66 securities registered. 

Soo’s specialties are constructing investment portfolios and building complex financial plans – including tax considerations and retirement income distribution strategies.

She lives in Waukesha with her husband Chip and their two dogs, Chomper and Brinkley. They enjoy socializing with friends, but even more so - thoroughly spoiling the dogs! She is an avid fantasy football enthusiast and loves watching fall football games.

Ellen has been with Northwestern Mutual since 1989 and holds the CFP®, RICP®, CLU®, ChFC®, CASL® designations, Series 6, 7, 63 securities registrations, and life/health insurance and annuity licensed. She is a graduate of Cardinal Stritch University and received her master’s degree in International Management, MIM, from Thunderbird School of Global Management.

Previously working as a Financial Advisor, as well various positions within the Northwestern Mutual Home Office, Ellen joined Mosaic Financial Partners in 2019 with a wealth of experience. She manages client’s financial needs and complex planning considerations.

Ellen and her husband, Bruce enjoy worldwide travel, outdoor activities including hiking and biking, and spending time with the families of their 4 children, including 9 grandchildren.

Amy is a graduate of the University of Wisconsin Milwaukee and holds a Bachelor of Arts in Marketing.  She also holds the CERTIFIED FINANCIAL PLANNER™ CFP® professional designation. She has been with Northwestern Mutual since 2013 and is Series 7 and 66 registered, and life/health insurance licensed. 

Amy helps our clients with overall personal financial planning, including building toward retirement goals, kids’ education funding, and defensive planning in the areas of life, disability & long-term care insurance.   

She is married to Todd and they live in Sussex. They enjoy wine tasting, camping, bicycling, and taking full advantage of the short Wisconsin summers. Her dream vacation is a trip to French wine country.

Dan received his CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional certification in February 2016 and joined Northwestern Mutual in April of that same year. He graduated with honors from the University of Wisconsin Milwaukee with a Bachelor of Business Administration, double majoring in Finance and Marketing.

He assists our team in providing comprehensive investment planning services including investment analysis, recommendations, and building investment portfolios.

Dan resides downtown on the beautiful Milwaukee river, and is an avid marathon runner and sports enthusiast.

Bonnie Jegl graduated with a B.S. from the University of Wisconsin. She has been with Northwestern Mutual since 2006, and holds her series 7 and 63 securities registrations, her life/health insurance licenses, and long-term care appointment for the state of WI. Having held multiple roles with Northwestern Mutual, Bonnie is the insurance, billing, and underwriting expert within Mosaic Financial Partners.

She lives in Menomonee Falls with her husband Jeff and daughter Jenna. They are active in Jenna’s Girl Scout troop. Although their favorite vacation destination is Disney World, as a family they also enjoy road trips across the country to visit museums and historical sites.

Zach is a recent graduate from the University of Wisconsin Whitewater with a major in Finance & minor in Mathematics. He joined Northwestern Mutual in 2020 and holds his life/health insurance licenses. During his studies, he was very involved with the Applied Investments Program on campus, as an Equity Research Analyst. That involvement gave Zach the opportunity to manage a portion of the Whitewater Endowment Fund, pitch new investment ideas to the board, and participate in the CFA Research Challenge. He was also president for the UW Whitewater Investment Group.

Within Mosaic Financial Partners, Zach is essential to our team in keeping on top of investment operations, which includes new accounts, account service, rollovers, distributions, and maintenance.  

During his free time, Zach enjoys running, biking, camping – and a good road trip across the beautiful Midwest!

Luke earned a Bachelor’s degree in Finance and Marketing, cum laude from Carthage College. Born and raised in Kenosha, he was also the impressive recipient of the Kenosha Oaks Full-Tuition Scholarship. With a love of all things numbers, Luke entered the Internship Program at Northwestern Mutual before joining the firm full-time at graduation. He has a talent for listening and identifying planning opportunities, and he leads an exceptional client experience. Luke is experienced in both insurance and investment planning, and brings expertise to both client service and operations within Mosaic Financial Partners.

Luke enjoys living near the water in beautiful Bayview. To stay active, he enjoys slalom skiing, and when there isn’t snow on the ground, you’ll likely find him on the golf course. Although certainly respectful of Wisconsin athletics, when it comes to sports - his heart belongs to the Chicago Cubs and Duke Blue Devils!

Jenny graduated with a B.S. from the University of Notre Dame and an MBA from Marquette University.  Originally from Ohio, she moved to Wisconsin after undergrad and has loved Milwaukee ever since.  After a career in operations, she joined Northwestern Mutual and Mosaic Financial Partners in 2020. Primarily working behind the scenes, Jenny’s focus with the Mosaic team is with improvements to business operations and process development.

Jenny and her husband Andy live in Fox Point with their three daughters. In her free time, she enjoys spending time with family and friends, volunteering, running, and sneaking lots of vegetables into family dinners!

Megan started with Northwestern Mutual in August 2014 and brought with her previous career experience in customer service. She is a valued asset to our team, handling phone calls and client service, scheduling meetings and appointments, managing Mosaic Financial Partners marketing, and controlling workflow for the team.

She resides in South Milwaukee with her beloved boxers Raji and Penny and spends much of her leisure time playing volleyball. Her hobbies also include cooking and baking, photography, and cheering on the Kansas Jayhawks and Green Bay Packers!

Chris graduated with a B.S. from the University of Wisconsin-Milwaukee. Born and raised in California, Chris relocated to Wisconsin in the early 2000’s and although he misses the warm sunshine every winter, he couldn’t imagine living anywhere else. While his background is in talent acquisition operations, he began his Mosaic Financial Partners career in 2021 and brings with him a wealth of knowledge in day to day business operations, and has an unwavering passion about preparing for a financially freeing retirement.

Chris and his fiancée live in Mequon and are expecting their first child in February of 2022. In his free time he enjoys watching 49ers football games and getting in 18 holes of golf with friends and family.

Maddy recently graduated from Marquette University’s College of Business Administration with a bachelor’s degree in Finance. At Marquette, Maddy was student in the Applied Investment Management Program that consisted of a team of students that was responsible for investing and managing a portfolio of over $3M of Marquette University’s endowment fund. 

At Mosaic Financial Partners, Maddy is responsible for various operations tasks including opening new accounts, account service, and maintenance.

Maddy enjoys going to concerts, exploring Milwaukee, and spending time with friends and family.

Kris Coyle has worked at Northwestern Mutual since 1991. While Kris plays many different roles on the team, she spends most of her time preparing presentations, running illustrations, managing the application and underwriting process, preparing personal planning analysis, and other service requests. Kris is fully licensed in the areas of life, disability, long term care and annuities. Kris was awarded the 2014 Commitment to Excellence. This award recognizes field staff who have made a key difference in their Financial Representative's practice.

In her free time she enjoys baking, camping, travelling, and spending time with her family.