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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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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. 📸😊

09/30/2026

⭐ September Partner Takeover | George Doome ⭐

As summer came to a close, George enjoyed making memories with family through trips to Nashville with the family and Maine with his wife, celebrating his daughter's graduation and participation in the Miss Wisconsin competition, and taking part in the Roots & Wings Run/Walk.

This month, George joined fellow Mosaic team members at the Best Places to Work Luncheon, embracing the Kentucky Derby theme and celebrating with colleagues outside the office.

And of course, George has been busy cheering on the Milwaukee Brewers! As longtime fans, he and his family have enjoyed following the team's exciting season and supporting them throughout another great year. ⚾

Thank you, George, for sharing a glimpse into the moments that have made this season so memorable! ☀️🎓✈️✨

09/29/2026

Thank you to everyone who joined us for our Annual Mosaic Financial Partners Golf Outing at the Racine Country Club on Friday. This was a day filled with friendly competition, meaningful conversations, and plenty of fun on the course.

Special congratulations to our award winners!🏆👏

We are grateful to everyone who helped make this year's outing such a success and appreciate the relationships that continue to make events like these so rewarding. We’re already looking forward to next year! 🏌️⛳

09/17/2026

We had a wonderful time celebrating at the Milwaukee Business Journal's Best Places to Work luncheon alongside so many exceptional Milwaukee-area organizations. The Derby-inspired festivities gave us the perfect excuse to dress our best and enjoy an afternoon together.🐴👒✨

We're especially proud that our Best Places to Work score increased to 96.09 this year, a reflection of the hardworking team and supportive culture that make Mosaic such a great place to work. While rankings can change from year to year, our commitment to creating a positive environment for our employees remains stronger than ever. Thank you to our team for helping make Mosaic a place where people can thrive. 🏆🎉

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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