About Us
Mosaic Team
![ADAM PREWETT headshot](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/ADAM-PREWETT-headshot-scaled-e1713283452930.jpg)
Learn More
Adam Prewett, AIF®
Owner | Financial Advisor
![Latoya Mack_headshot](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Latoya-Mack_headshot-scaled.jpg)
Learn More
LATOYA MACK
Accountant
![Janette Macias](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/04/Janette-Macias.jpg)
Learn More
Janette Macias
Client Service Associate
Investment Committee
![Arild Holm-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/04/Arild-Holm-pic-scaled.jpg)
Learn More
Arild Holm, CFA
INVESTMENT COMMITTEE MEMBER*
![Sean Phillips-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Sean-Phillips-pic-scaled.jpg)
Learn More
SEAN PHILLIPS, CFA
INVESTMENT COMMITTEE MEMBER*
![Jared Sutton-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Jared-Sutton-pic-scaled.jpg)
Learn More
JARED SUTTON, CFA, CFP®
INVESTMENT COMMITTEE MEMBER*
![Phyllis Vance-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Phyllis-Vance-pic-scaled.jpg)
Learn More
Phyllis Vance, CFA
INVESTMENT COMMITTEE MEMBER*
![Jim Wessels-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Jim-Wessels-pic-scaled.jpg)
Learn More
JAMES WESSELS, CPA/PFS, CFA
INVESTMENT COMMITTEE MEMBER*
Subject Matter Experts
![Matt Boehnke-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Matt-Boehnke-pic-scaled.jpg)
Learn More
MATT BOEHNKE, CFP®
DIRECTOR OF FINANCIAL PLANNING*
![Andrew Jensen-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Andrew-Jensen-pic-scaled.jpg)
Learn More
Andrew Jensen
RISK MANAGEMENT SOLUTIONS*
![Eric Johnson-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Eric-Johnson-pic-scaled.jpg)
Learn More
ERIC JOHNSON, JD**, CPA, CLU, ChFC*
TRUST, ESTATE, BUSINESS & TAX PLANNING***
![Julie Jones-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Julie-Jones-pic-scaled.jpg)
Learn More
Julie Jones
Senior Relationship Manager*
![Wendy Lilly-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/04/Wendy-Lilly-pic-scaled.jpg)
Learn More
Wendy Lilly
Retirement Plan Services*
![Emily Tripp-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/03/Emily-Tripp-pic-scaled.jpg)
Learn More
Emily Tripp
Financial Planning Associate*
![Kim Pegg-pic](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/05/Kim-Pegg-pic.png)
Learn More
Kim Pegg
Senior Operations Associate*
![Untitled design (58)](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/06/Untitled-design-58.png)
Learn More
Jimmy Wood
Risk Management Advisor
![Untitled design (57)](https://www.mosaicfinancialadvisers.com/wp-content/uploads/2024/06/Untitled-design-57.png)
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 © 2024
Mosaic Financial Advisers