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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Mosaic Financial Partners - Northwestern Mutual

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Mosaic Financial Partners - Northwestern Mutual

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Our specialty is helping people who have built successful businesses, practices, and careers.

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10/08/2026

We're excited to welcome guest speaker Ruthann Driscoll for an educational discussion hosted by Mosaic Financial Partners, designed to help attendees better understand their Social Security options and make informed retirement decisions.

📅 November 5
🕓 Starting at 4:00 PM
📍 Brookfield, WI

Drinks and appetizers will be served following the presentation.

If you're interested in attending, please RSVP to [email protected]. Guests are welcome, and space is limited. Contact Megan for additional event details and location information.

We look forward to seeing you there!

10/07/2026

🎙️ Wealth Health | Episode 1

Get to know our podcast hosts, Darrin Englebert, CFP®, RICP®, Co-Founder & Partner of Mosaic Financial Partners, and Jonathan Davidson, Financial Advisor, as they share the inspiration behind Wealth Health and what listeners can expect from the series. Together, they'll explore the financial topics physicians aren't always taught during training, helping them make more confident financial decisions.

10/05/2026

Join us in welcoming Connor Butler to Mosaic Financial Partners as an Investment Operations Associate!👏✨

Connor is a recent graduate of Ithaca College and is excited to be assisting Mosaic's investment operations. His analytical skills plus his interest in the theatrical and culinary arts make him a valuable asset to Mosaic Financial Partners. He is excited to continue learning and honing his skill set with the team.

We're thrilled to have you on board, Connor. Welcome to the team!

10/02/2026

📂 MFP September Recap 📂

As summer came to a close, our team made the most of every moment. September was filled with weekend adventures, memorable travels, time spent with family and friends, and plenty of opportunities to soak up the last days of sunshine.

Swipe through for a look at how our team spent the final days of summer and the memories they made along the way. 📸😊

09/30/2026

⭐ September Partner Takeover | George Doome ⭐

As summer came to a close, George enjoyed making memories with family through trips to Nashville with the family and Maine with his wife, celebrating his daughter's graduation and participation in the Miss Wisconsin competition, and taking part in the Roots & Wings Run/Walk.

This month, George joined fellow Mosaic team members at the Best Places to Work Luncheon, embracing the Kentucky Derby theme and celebrating with colleagues outside the office.

And of course, George has been busy cheering on the Milwaukee Brewers! As longtime fans, he and his family have enjoyed following the team's exciting season and supporting them throughout another great year. ⚾

Thank you, George, for sharing a glimpse into the moments that have made this season so memorable! ☀️🎓✈️✨

09/29/2026

Thank you to everyone who joined us for our Annual Mosaic Financial Partners Golf Outing at the Racine Country Club on Friday. This was a day filled with friendly competition, meaningful conversations, and plenty of fun on the course.

Special congratulations to our award winners!🏆👏

We are grateful to everyone who helped make this year's outing such a success and appreciate the relationships that continue to make events like these so rewarding. We’re already looking forward to next year! 🏌️⛳

09/17/2026

We had a wonderful time celebrating at the Milwaukee Business Journal's Best Places to Work luncheon alongside so many exceptional Milwaukee-area organizations. The Derby-inspired festivities gave us the perfect excuse to dress our best and enjoy an afternoon together.🐴👒✨

We're especially proud that our Best Places to Work score increased to 96.09 this year, a reflection of the hardworking team and supportive culture that make Mosaic such a great place to work. While rankings can change from year to year, our commitment to creating a positive environment for our employees remains stronger than ever. Thank you to our team for helping make Mosaic a place where people can thrive. 🏆🎉

09/16/2026

Yesterday, our team had the opportunity to participate in and volunteer at the golf outing raising money for Alex's Lemonade Stand Foundation. With plenty of laughs, friendly competition, great food, and fundraising throughout the day, it was a wonderful event for an incredible cause. Most importantly, we were honored to support a mission dedicated to funding childhood cancer research and helping families impacted by cancer.

Thank you to the organizers, volunteers, sponsors, and attendees who made such a meaningful day possible. We're grateful to be part of a community that comes together to make a difference. 🍋💙

09/15/2026

What a great day of education and collaboration with the Wisconsin Dental Association (WDA)! Darrin joined fellow professionals to help educate dentists on important topics including financial planning, tax strategies, student loan management, retirement planning, and building long-term financial security.

The WDA is a non-profit professional organization representing more than 3,000 dentists across Wisconsin, making it a valuable resource for advancing both the profession and its members. We are proud to be a Friend of the WDA and to be part of educational events like these that empower dental professionals with the knowledge and tools needed to make informed financial decisions throughout their careers.

Thank you to the WDA and everyone who attended Saturday for a great day of learning, meaningful conversations, and collaboration. We look forward to supporting future opportunities to educate and serve the dental community.

09/14/2026

We were proud to sponsor the Lutheran Home Foundation's Monarch Ball this past Saturday at the Mitchell Park Domes. Erika had the opportunity to attend on behalf of Mosaic Financial Partners and celebrate an evening dedicated to raising funds that support the Foundation's mission of enhancing the lives of older adults through quality care, services, and community programs.

Thank you to the Lutheran Home Foundation for hosting such a meaningful event. We're honored to support organizations that make a positive impact in our community. 👏✨

Address

316 E Silver Spring Drive Ste 300
Whitefish Bay, WI
53217

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.mosaicfinancialpartners.com/

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