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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.

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09/02/2026

We're proud to recognize Sherri for being nominated for Milwaukee Magazine's 2026 Betty Awards in the Groundbreaker category.

As the first female partner in Mosaic Financial Partners' history, Sherri continues to lead with courage, vision, and a commitment to making a lasting impact. While she didn't take home the award this year, we were honored to celebrate her achievements through this well-deserved nomination.👏✨

09/01/2026

📂 MFP August Recap 📂

At Mosaic, we believe our people are our greatest asset. From family celebrations and unforgettable vacations to hobbies and personal milestones, this month's recap highlights the experiences that made August special. Take a look at what our team was up to this past month and get to know the people who make Mosaic so special!😊☀️

08/28/2026

⭐August Partner Takeover | Andy Bird⭐

August was filled with family time, outdoor adventures, and memorable experiences. Andy spent time with his wife and kids in Penobscot, Maine, enjoying the beauty of the area and making the most of summer. He also enjoyed a camping trip at Kohler-Andrae State Park, taking time to relax and explore the outdoors.

Another highlight of the month was attending the IMSA race weekend at Road America, where several Mosaic team members came together to enjoy the event and connect outside of the office.

Thank you, Andy, for sharing a glimpse into your August adventures with us!☀️🌲⛺🏎️

08/26/2026

🐾Happy National Dog Day!🐾

Behind every great team is a group of loyal companions cheering them on. Today we're celebrating the dogs that are part of our families, our routines, and our everyday lives.

Here's to the pups who make life a little brighter. 🐶❤️

08/25/2026

We were proud to sponsor the Wisconsin Dental Association Day at the Zoo!🦁 It was a fantastic day celebrating with WDA members, their families, and the community. We loved sharing our custom coloring book featuring our partners with attendees. Luke and Megan were happy to attend and take part in the day's festivities. Thank you to everyone who joined us!🐘🦒✨

08/20/2026

🎉Congratulations to Darrin Englebert and Joseph Pitterle on being recognized as Forbes Best-In-State Financial Security Professionals!

This distinguished honor highlights their expertise, dedication, and commitment to helping clients build and protect their financial futures. We’re proud to celebrate this well-deserved achievement! 👏

Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo

08/14/2026

A perfect evening on our office's deck ☀️⛳

We enjoyed spending the evening with the LPGA Amateur Golf Association, connecting, networking, and learning more about the game of golf and all that the LPGA Amateur community has to offer. Great conversations, delicious food, drinks, desserts, and new connections made for a memorable night.

A special thank you to our partner, Sherri Mitchell, for hosting such a wonderful event. We can't wait to host more events on our office's deck in the future! ✨🥂

08/10/2026

Thank you to everyone who joined us on Friday night for the Lake Country DockHounds game! We enjoyed spending time with our clients in the Fox Pier group area, taking in the fun of 90s Night, celebrating a DockHounds victory, and wrapping up the evening with an incredible drone show. We appreciate everyone who was able to attend and help make it such a memorable night! :baseball::fireworks:

08/03/2026

Join us in welcoming Zachary Kapp to Mosaic Financial Partners as a Financial Planner! 🤩🎉
Zak is a graduate of UW-La Crosse and previously interned with Northwestern Mutual. His passion for helping clients build their futures, paired with his positive attitude and love of music, makes him a great addition to Mosaic Financial Partners.

We're excited to have you on board, Zak. Welcome to the team!

07/31/2026

⭐July Partner Takeover | Sherri Mitchell ⭐

Bonjour!

We were blessed to be invited to the wedding of our dear friends Lynn and Roger's son, Andy, in Giverny, France this past June. For those who have read Die with Zero by Bill Perkins, my husband has always been a bit of an "ant." The "grasshopper" in me insisted we say yes to this beautiful invitation, and I'm so glad we did.

A nonstop flight from ORD to CDG and a food, wine, and history walking tour in Paris kicked off our adventure. We visited iconic sights, including the twinkling Eiffel Tower at night, the Louvre, and the Arc de Triomphe. We also loved our stay at Hôtel de la Boétie in the Champs-Élysées district!

Our wedding weekend began with a chartered bus trip from Paris to Giverny, the charming village best known as the home of Claude Monet's beautiful gardens.

Thank you to Megan and Andy Behling for inviting us to your love and friendship-filled wedding. You helped us create a lifetime memory that we will always cherish.

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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