About Us

Mosaic Financial Team

Learn More

Adam Prewett, AIF®

Owner | Financial Advisor

Learn More

Summer Plourd CPA, CMA

Accounting and Tax Manager

Learn More

Janette Macias

Client Service Associate

Learn More

Sally Derrick

Operations Associate

Learn More

Khloe Hamlin

Administrative Specialist, Cambridge Source Office Assistant, Marketing

Learn More

Mackenzi Fry

Administrative Professional, Cambridge Source Office Assistant, Marketing

Investment Committee

Learn More

Arild Holm, CFA

INVESTMENT COMMITTEE MEMBER*

Learn More

SEAN PHILLIPS, CFA

INVESTMENT COMMITTEE MEMBER*

Learn More

JARED SUTTON, CFA, CFP®

INVESTMENT COMMITTEE MEMBER*

Learn More

JAMES WESSELS, CPA/PFS, CFA

INVESTMENT COMMITTEE MEMBER*

Subject Matter Experts

Learn More

MATT BOEHNKE, CFP®

DIRECTOR OF FINANCIAL PLANNING*

Learn More

Chuck Van Devander

DIRECTOR OF RISK MANAGEMENT

Learn More

Andrew Jensen

RISK MANAGEMENT SOLUTIONS*

Learn More

ERIC JOHNSON, JD**, CPA, CLU, ChFC*

TRUST, ESTATE, BUSINESS & TAX PLANNING***

Learn More

Julie Jones

Senior Relationship Manager*

Learn More

Wendy Lilly

Retirement Plan Services*

Learn More

Rob Edwards

Retirement Plan Services

Learn More

Emily Tripp

Financial Planning Associate*

Learn More

Alex Goldfarb

Group Benefits Consultant

Check the background of investment professionals on FINRA’s BrokerCheck.

*Part of Vision Network

**Not Engaged in the Practice of Law

**Not affiliated with Cambridge.

***Tax Services Provided by Eric Johnson

Copyright © 2025
Mosaic Financial Advisers