About Us

Mosaic Team

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Adam Prewett, AIF®

Owner | Financial Advisor

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LATOYA MACK

Accountant

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Janette Macias

Client Service Associate

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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Phyllis Vance, CFA

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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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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Emily Tripp

Financial Planning Associate*

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Kim Pegg

Senior Operations Associate*

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Jimmy Wood

Risk Management Advisor

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Alex Goldfarb

Group Benefits Consultant

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*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