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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

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

https://mosaicfinancial.nm.com/disclosure

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06/02/2026

Please join us in welcoming Reagan Jones and Kassie Goethel as our Financial Planning Interns for the summer! They will be gaining hands-on experience supporting clients throughout their financial planning journeys.

We’re excited to have them on the team and look forward to supporting their growth as they develop their skills and experience in financial planning.

05/27/2026

This past week, Alex Marchan spoke at our Marketing Summit at our Home Office, sharing valuable insights on client acquisition and the role we play in advancing financial security for our clients.

Each year, Northwestern Mutual hosts its annual Marketing Summit at its downtown Milwaukee headquarters—bringing together marketing leaders, home office executives, and field directors from across the country to collaborate on emerging industry trends, AI strategies, and brand initiatives.

We are looking forward to continuing these collaborations and bringing even more value to the clients and communities we serve👏

05/08/2026

We were proud to partner with the Milwaukee Film Festival as a sponsor of Kings of Venice—a hilarious and heartfelt documentary that delivered big laughs and even bigger personalities at this year’s festival.

As pickleball continues its rise as the sport of the moment, the film follows the fiercely loyal paddle tennis community of Venice Beach as they fight to hold their ground. When pickleballers threaten to push them off the beach, a ragtag group bands together to organize a tournament to end all tournaments—proving that paddle tennis still belongs. This spirited sports documentary serves up an underdog story full of humor, heart, and high‑stakes competition.

While Kings of Venice has already screened, there are plenty of incredible films still playing. Grab your tickets and support the Milwaukee Film Festival:
👉 https://mkefilm.org/

05/05/2026

We’re proud to celebrate Darrin Englebert and Andy Bird on being named 2026 Forbes Best-In-State Wealth Advisors.

This recognition wouldn’t be possible without the trust of our clients and the dedication of our incredible team. Thank you for being part of the journey.

05/04/2026

Proud sponsors of the 20th Annual Run the Bay in Whitefish Bay this past weekend! 🏃‍♀️🏃‍♂️

A fun-filled race that brings neighbors together while supporting the Whitefish Bay Public Education Foundation and local schools. We loved being part of a tradition that truly gives back. See you next year!

04/29/2026

We’re taking a short pause from our “Pet of the Month” posts while we roll out some exciting website updates!

In the meantime, enjoy a few throwback Pet of the Month favorites from years past.

Nominations are still open, so be sure to submit your pet for a chance to be featured in the future. Dogs, cats—even raccoons 🤣—we’d love to see them all! 🐾🐶🐱💛

04/22/2026

We wrapped up our quarterly team meeting with an exciting game-show room showdown!

Proud of the team’s focus, camaraderie, and the momentum we’re carrying into the next quarter. Here’s to working hard—and having fun together along the way! 🎉🤝

04/16/2026

Please join us in welcoming Angela DiCastri as Mosaic’s first-ever Chief Operating Officer and Nayeli Garay as our new Marketing Assistant.

We’re delighted they’ve joined the team and look forward to their contributions and future successes!

04/09/2026

Our CFO, Adam, isn’t just great with numbers—he’s great with brackets, too. He finished among the top 2,000 bracket pickers worldwide, placing in the 99.9th percentile out of 26 million brackets for March Madness. Stellar with spreadsheets, masterful with the Final Four. Congratulations, Adam!

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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