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<strong>BUILT ON A FOUNDATION OF THOUGHTFUL CLIENT RELATIONSHIPS</strong>

BUILT ON A FOUNDATION OF THOUGHTFUL CLIENT RELATIONSHIPS



With over 22 years of experience in wealth management and financial planning, my Mosaic Wealth Consulting office can help you achieve your ideal life. Freeing you from the complexities and uncertainties of your finances, our team of independent professionals will work with you so you can pursue your dreams.

Located in Indiana, Pennsylvania, we provide holistic financial services that are independent, objective and personalized. We specialize in working with individuals, landowners, and business owners who are interested in successfully transitioning from their work years to their retirement years with confidence and clarity.

At the end of the day, regardless of who you are or where you come from, you deserve financial sense of security. As your advisor, it is my priority and honor to help you achieve it.


Meet the Team

OUR MISSION

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.