About Us
Mosaic Financial Team

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Adam Prewett, AIF®
Owner | Financial Advisor

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Summer Plourd CPA, CMA
Accounting and Tax Manager

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Janette Macias
Client Service Associate

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Sally Derrick
Operations Associate

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Khloe Hamlin
Administrative Specialist, Cambridge Source Office Assistant, Marketing

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Mackenzi Fry
Administrative Professional, Cambridge Source Office Assistant, Marketing
Investment Committee

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Arild Holm, CFA
INVESTMENT COMMITTEE MEMBER*

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SEAN PHILLIPS, CFA
INVESTMENT COMMITTEE MEMBER*

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JARED SUTTON, CFA, CFP®
INVESTMENT COMMITTEE MEMBER*

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JAMES WESSELS, CPA/PFS, CFA
INVESTMENT COMMITTEE MEMBER*
Subject Matter Experts

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MATT BOEHNKE, CFP®
DIRECTOR OF FINANCIAL PLANNING*

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Chuck Van Devander
DIRECTOR OF RISK MANAGEMENT

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Andrew Jensen
RISK MANAGEMENT SOLUTIONS*

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ERIC JOHNSON, JD**, CPA, CLU, ChFC*
TRUST, ESTATE, BUSINESS & TAX PLANNING***

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Julie Jones
Senior Relationship Manager*

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Wendy Lilly
Retirement Plan Services*

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Rob Edwards
Retirement Plan Services

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Emily Tripp
Financial Planning Associate*

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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
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Mosaic Financial Advisers