The Mosaic Financial Group, LLC

Brewster Lindblad is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 12 years of industry experience. He has been with The Mosaic Financial Group since 2011. The Mosaic Financial Group serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm integrates investment advisory with estate and financial planning, tax preparation, and bookkeeping, emphasizing asset allocation and offering both discretionary and non-discretionary portfolio management.

Jane Ellen Wolak is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at The Mosaic Financial Group, LLC since 2000. Based in Chicago, IL, she holds Series 63 and Series 65 licenses. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management with a client-specific approach.

Collin Wegener is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. He has been with The Mosaic Financial Group since 2018 following five years as a student. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various types of plans and entities, managing approximately $898 million in assets across about 125 client relationships. The firm integrates investment advisory with accounting and tax services, offering both discretionary and non-discretionary portfolio management with a focus on asset allocation and individualized portfolio construction.

Frank Miller is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. Prior to joining The Mosaic Financial Group in 2020, he worked at Rink Management Services Corp. and was involved with Anita Dee Yacht Charters. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services, providing tailored investment advisory and financial planning solutions.

Timothy Debruyne is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 credential with 21 years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets across about 125 client relationships. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and bookkeeping.

Derrick Allen is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with four years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering customized portfolio construction and both discretionary and non-discretionary advisory relationships.

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL. He holds Series 65 and Series 66 credentials and has 10 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. LLC and Single Family Office. The Mosaic Financial Group primarily serves high-net-worth individuals and institutional clients, offering investment advisory, estate and financial planning, tax preparation, bookkeeping, and consulting services. The firm focuses on asset allocation through customized portfolios and integrates tax and accounting services within its wealth management approach.

Ryan Shaughnessy is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, with 21 years of industry experience. He has been with The Mosaic Financial Group since 2010. He holds Series 63 and Series 66 designations. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, partnerships, and corporations. The firm emphasizes asset allocation as the primary driver of returns and integrates accounting and tax services, including in-house tax return preparation, into its advisory platform.

Joseph Hetland is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 11 years of industry experience. He has been with The Mosaic Financial Group since 2012. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management with a focus on individualized portfolio construction.