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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Mosaic Financial Partners - Northwestern Mutual

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Whitefish Bay, WI
Mosaic Financial Partners - Northwestern Mutual

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Our specialty is helping people who have built successful businesses, practices, and careers.

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11/02/2026

🍂 October was one to remember! 🍂

From cheering on the Brewers throughout their incredible season to celebrating exciting personal milestones, this month was filled with reasons to celebrate. We congratulated a newly engaged team member, celebrated new homeowners, embraced the Halloween spirit, and made memories together along the way.

A special shoutout to Sherri, who participated in the Game 1 World Series Opening Ceremony and later joined the celebration at the championship parade, making an unforgettable season even more memorable.

Here's to a month of milestones, teamwork, and plenty of fun. 💙

10/29/2026

🌶️ Our 3rd Annual Chili Cook-Off was a huge success!

Thank you to everyone who participated, brought a dish, and helped make this event such a memorable day. We had an incredible turnout, plenty of friendly competition, and some amazing chili entries.

A special thank you to Jessica Peterson and Kristin Bridges for all their hard work behind the scenes. From setup and decorations to organization and cleanup, your efforts helped make this event a success!

🏆 Congratulations to our winners:

🥇 1st Place: Zak Kapp
🥈 2nd Place: Jessica Peterson
🥉 3rd Place: Amy Bernstrom

Thank you to everyone who joined in the fun and helped make this year's Chili Cook-Off another great event. We're already looking forward to next year!

10/26/2026

🎃👻 This past weekend, the Mosaic team participated in one of our favorite Whitefish Bay traditions, Trick or Treat on Silver Spring Drive! We enjoyed handing out candy, serving coffee for parents, and continuing our tradition of taking Polaroid photos for families to take home and display on their fridge. A big thank you to our team members who helped make the event a success. We love being part of the Whitefish Bay community and look forward to this event every year! 🧡🍬☕

10/23/2026

👩‍🍳🔥 Things got competitive in the kitchen!

The Mosaic Financial Partners team recently took on the Chopped Challenge at Chef Pam's Kitchen, splitting into Team Blue and Team Black for a little friendly competition. Along the way, we put our creativity, communication, and teamwork to the test, with Chef Pam there to provide guidance and answer questions.

🏆 Team Black earned best dessert, while Team Blue took home the overall win! 💙

It was a fun evening filled with collaboration, creativity, and plenty of laughs. Thanks to Chef Pam and her team for a great experience!

10/22/2026

The Mosaic team is ready for Game 1! 🔵🟡⚾

We brought out our Brewers gear for today’s team Zoom meeting (well, some of us did 👀🤣) to show our support as the Milwaukee Brewers kicks off the World Series! Let’s go Brewers!

10/19/2026

🐾 Happy October! 🐾

A new month means a new Paw-tner of the Month! 🎉

Say hello to Penelope! 💜🎃

Penelope is a lovable Great Pyrenees mix, and her owner, Jonathan Horton, describes her as the friendliest dog you'll ever meet. 🐶🧡 She never misses an opportunity to make a new friend and brings smiles wherever she goes. 😊🐾

Thank you so much for the nomination Jonathan!

Have a pet nomination in mind? 🤔🐶🐱
Nominate your furry friend to be a Mosaic Paw-tner of the Month! 🏅🐾✨
Link in bio! 🔗💕

10/08/2026

We're excited to welcome guest speaker Ruthann Driscoll for an educational discussion hosted by Mosaic Financial Partners, designed to help attendees better understand their Social Security options and make informed retirement decisions.

📅 November 5
🕓 Starting at 4:00 PM
📍 Brookfield, WI

Drinks and appetizers will be served following the presentation.

If you're interested in attending, please RSVP to [email protected]. Guests are welcome, and space is limited. Contact Megan for additional event details and location information.

We look forward to seeing you there!

10/07/2026

🎙️ Wealth Health | Episode 1

Get to know our podcast hosts, Darrin Englebert, CFP®, RICP®, Co-Founder & Partner of Mosaic Financial Partners, and Jonathan Davidson, Financial Advisor, as they share the inspiration behind Wealth Health and what listeners can expect from the series. Together, they'll explore the financial topics physicians aren't always taught during training, helping them make more confident financial decisions.

10/05/2026

Join us in welcoming Connor Butler to Mosaic Financial Partners as an Investment Operations Associate!👏✨

Connor is a recent graduate of Ithaca College and is excited to be assisting Mosaic's investment operations. His analytical skills plus his interest in the theatrical and culinary arts make him a valuable asset to Mosaic Financial Partners. He is excited to continue learning and honing his skill set with the team.

We're thrilled to have you on board, Connor. Welcome to the team!

10/02/2026

📂 MFP September Recap 📂

As summer came to a close, our team made the most of every moment. September was filled with weekend adventures, memorable travels, time spent with family and friends, and plenty of opportunities to soak up the last days of sunshine.

Swipe through for a look at how our team spent the final days of summer and the memories they made along the way. 📸😊

Address

316 E Silver Spring Drive Ste 300
Whitefish Bay, WI
53217

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.mosaicfinancialpartners.com/

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