MOSAIC FINANCIAL PARTNERS - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Associate Wealth Management Advisor
Amy is a graduate of the University of Wisconsin Milwaukee and holds a Bachelor of Arts in Marketing. She also holds the CERTIFIED FINANCIAL PLANNER™ CFP® professional designation. She has been with Northwestern Mutual since 2013 and is Series 7 and 66 registered, and life/health insurance licensed.
Amy helps our clients with overall personal financial planning, including building toward retirement goals, kids' education funding, and defensive planning in the areas of life, disability & long-term care insurance.
She is married to Todd and they live in Sussex. They enjoy wine tasting, camping, bicycling, and taking full advantage of the short Wisconsin summers. Her dream vacation is a trip to French wine country.
Job Titles:
- Founding Member
- Partner and Private Wealth Advisor
Andy Bird is a founding member of the Mosaic Financial Partners. One of the main reasons he helped create Mosaic Financial Partners, along with partners Charlie Sauer and Darrin Englebert, is because he believes a client should get to work with an enduring firm - one which will outlive their advisor's career. Andy believes that every client should have the planning support from a multi-generational team, that will be around not only for the rest of the client's life, but generations beyond. His greatest professional satisfaction is helping make other people's dreams a reality through financial planning.
Beginning as a college intern while studying at Marquette University, he joined Northwestern Mutual in 2004. Andy then joined Northwestern Mutual full time in 2006 after graduating with a business degree in Economics. Since then, he's also earned his CFP®, CLU® and RICP® professional designations. As a Wealth Management Advisor, he specializes in helping clients get to and through the complexities of retirement which includes investment portfolio design & management, as well as distribution planning.
Andy and his team also help clients with their life, disability, long term care, education funding, and other financial goals. In addition to these areas of practice Andy works with many physicians, business owners and estates to help with their unique planning needs as well. As a member of NAIFA (National Association of Insurance and Financial Advisors), and the Milwaukee Estate Planning Forum, Andy is committed to continuing education and bettering the financial planning industry.
Andy and his wife, Jenny, originally met at the Gesu Church meal program serving others. Now, many years later they reside in Fox Point with their three daughters. Andy and Jenny are members of St. Monica's church, where Andy is also a member of the Finance Council. They enjoy spending family time together, exercising, entertaining, serving others (they still serves meals to the needy as a family at Gesu Church), and spending time on or near the water. Just as his father did before him, Andy is teaching the girls to sail!
Andrew Joseph Bird, Darrin Adam Englebert, Madison Nicole Aubry, Amy L Bernstrom, Zachary Corso, Jonathan S Davis, Ellen Marie Dieringer, Bonnie Jegl, Soo J Schreiber, Daniel L Siekierski and Luke Sinclair use Mosaic Financial Partners as a marketing name for doing business as representatives of Northwestern Mutual. Mosaic Financial Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Andrew Joseph Bird, Darrin Adam Englebert, Madison Nicole Aubry, Amy L Bernstrom, Zachary Corso, Jonathan S Davis, Ellen Marie Dieringer, Bonnie Jegl, Soo J Schreiber, Daniel L Siekierski and Luke Sinclair provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Andrew Joseph Bird, Darrin Adam Englebert, Jonathan S Davis, Bonnie Jegl, Soo J Schreiber and Luke Sinclair are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Andrew Joseph Bird, Darrin Adam Englebert, Madison Nicole Aubry, Amy L Bernstrom, Zachary Corso, Jonathan S Davis, Ellen Marie Dieringer, Bonnie Jegl, Soo J Schreiber, Daniel L Siekierski and Luke Sinclair provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Andrew Joseph Bird, Darrin Adam Englebert, Madison Nicole Aubry, Amy L Bernstrom, Zachary Corso, Jonathan S Davis, Ellen Marie Dieringer, Bonnie Jegl, Soo J Schreiber, Daniel L Siekierski and Luke Sinclair are Insurance Agents of NM.
Job Titles:
- Director of Insurance Operations
Bonnie Jegl graduated with a B.S. from the University of Wisconsin. She has been with Northwestern Mutual since 2006, and holds her series 7 and 63 securities registrations, her life/health insurance licenses, and long-term care appointment for the state of WI. Having held multiple roles with Northwestern Mutual, Bonnie is the insurance, billing, and underwriting expert within Mosaic Financial Partners.
She lives in Menomonee Falls with her husband Jeff and daughter Jenna. They are active in Jenna's Girl Scout troop. Although their favorite vacation destination is Disney World, as a family they also enjoy road trips across the country to visit museums and historical sites.
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Chris graduated with a B.S. from the University of Wisconsin-Milwaukee. Born and raised in California, Chris relocated to Wisconsin in the early 2000's and although he misses the warm sunshine every winter, he couldn't imagine living anywhere else. While his background is in talent acquisition operations, he began his Mosaic Financial Partners career in 2021 and brings with him a wealth of knowledge in day to day business operations, and has an unwavering passion about preparing for a financially freeing retirement.
Chris and his fiancée live in Mequon and are expecting their first child in February of 2022. In his free time he enjoys watching 49ers football games and getting in 18 holes of golf with friends and family.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Associate Wealth Management Advisor
Dan received his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification in February 2016 and joined Northwestern Mutual in April of that same year. He graduated with honors from the University of Wisconsin Milwaukee with a Bachelor of Business Administration, double majoring in Finance and Marketing.
He assists our team in providing comprehensive investment planning services including investment analysis, recommendations, and building investment portfolios.
Dan resides downtown on the beautiful Milwaukee river, and is an avid marathon runner and sports enthusiast.
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Associate Wealth Management Advisor
Ellen has been with Northwestern Mutual since 1989 and holds the CFP®, RICP®, CLU®, ChFC®, CASL® designations, Series 6, 7, 63 securities registrations, and life/health insurance and annuity licensed. She is a graduate of Cardinal Stritch University and received her master's degree in International Management, MIM, from Thunderbird School of Global Management.
Previously working as a Financial Advisor, as well various positions within the Northwestern Mutual Home Office, Ellen joined Mosaic Financial Partners in 2019 with a wealth of experience. She manages client's financial needs and complex planning considerations.
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Jenny graduated with a B.S. from the University of Notre Dame and an MBA from Marquette University. Originally from Ohio, she moved to Wisconsin after undergrad and has loved Milwaukee ever since. After a career in operations, she joined Northwestern Mutual and Mosaic Financial Partners in 2020. Primarily working behind the scenes, Jenny's focus with the Mosaic team is with improvements to business operations and process development.
Jenny and her husband Andy live in Fox Point with their three daughters. In her free time, she enjoys spending time with family and friends, volunteering, running, and sneaking lots of vegetables into family dinners!
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Wealth Management Advisor
Jon is a graduate of The University of Iowa and joined Northwestern Mutual in 2015. He has over 20 years of experience in this industry and has been working with investment clients since 2001. With Mosaic Financial Partners, Jon's work focuses on building complex financial plans and working with families to understand their needs so that we can implement strategies designed to reach their goals. This includes retirement income planning, building & customizing investment portfolios, and risk planning. Jon holds the Wealth Management Certified Professional® Designation; is securities registration with series 7, 63, and 65; and is licensed in Life and Health Insurance.
Jon and his wife, Cecilia, live in Fox Point with their two school-age boys, and their dog Ollie. In his spare time Jon enjoys being outdoors (paddling, hunting, and camping); following Packer and Hawkeye football; and just spending time with family! Jon has also earned the rank of 3rd Degree Black Belt in Taekwondo, and is an assistant instructor at a martial arts school in Mequon.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Associate Financial Representative
Kris Coyle has worked at Northwestern Mutual since 1991. While Kris plays many different roles on the team, she spends most of her time preparing presentations, running illustrations, managing the application and underwriting process, preparing personal planning analysis, and other service requests. Kris is fully licensed in the areas of life, disability, long term care and annuities. Kris was awarded the 2014 Commitment to Excellence. This award recognizes field staff who have made a key difference in their Financial Representative's practice.
In her free time she enjoys baking, camping, travelling, and spending time with her family.
Kyle is a graduate of UW Parkside with a Bachelor's Degree in Business with a finance concentration. Kyle is a previous NM intern that brings experience with developing financial plans. He has also worked in Global Supply Chain and provided operational support to other financial services companies. When he's not hard at work you might see Kyle out for a run in the downtown Milwaukee area, playing golf, or spending time with his girlfriend Danielle. He's also a huge sports fan (Bucks, Brewers, & Packers).
Laitham is a graduate of UW Whitewater with a Bachelor's of Business Administration in Finance. Laitham brings experience as a financial analyst. He passed Level 1 of the CFA Program and is a CFA Level 2 Candidate. In his free time he enjoys coaching kids' baseball and flag football. Laitham and his wife also like frequenting Rock Lake in Lake Mills, WI.
Job Titles:
- Associate Wealth Management Advisor
Luke earned a Bachelor's degree in Finance and Marketing, cum laude from Carthage College. Born and raised in Kenosha, he was also the impressive recipient of the Kenosha Oaks Full-Tuition Scholarship. With a love of all things numbers, Luke entered the Internship Program at Northwestern Mutual before joining the firm full-time at graduation. He has a talent for listening and identifying planning opportunities, and he leads an exceptional client experience. Luke is experienced in both insurance and investment planning, and brings expertise to both client service and operations within Mosaic Financial Partners.
Luke enjoys living near the water in beautiful Bayview. To stay active, he enjoys slalom skiing, and when there isn't snow on the ground, you'll likely find him on the golf course. Although certainly respectful of Wisconsin athletics, when it comes to sports - his heart belongs to the Chicago Cubs and Duke Blue Devils!
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Wealth Management Advisor
Maddy recently graduated from Marquette University's College of Business Administration with a bachelor's degree in Finance. At Marquette, Maddy was student in the Applied Investment Management Program that consisted of a team of students that was responsible for investing and managing a portfolio of over $3M of Marquette University's endowment fund. At Mosaic Financial Partners, Maddy is responsible for various operations tasks including opening new accounts, account service, and maintenance. Maddy enjoys going to concerts, exploring Milwaukee, and spending time with friends and family.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Director of Client Experience
Megan started with Northwestern Mutual in August 2014 and brought with her previous career experience in customer service. She is a valued asset to our team, handling phone calls and client service, scheduling meetings and appointments, managing Mosaic Financial Partners marketing, and controlling workflow for the team.
She resides in South Milwaukee with her beloved boxers Raji and Penny and spends much of her leisure time playing volleyball. Her hobbies also include cooking and baking, photography, and cheering on the Kansas Jayhawks and Green Bay Packers!
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Associate Wealth Management Advisor
Soo is a graduate of St. Norbert's College and holds a bachelor's degree in International Business. She received her MBA from the University of Wisconsin Whitewater and holds the CERTIFIED FINANCIAL PLANNER™ CFP® professional designation. She has been with Northwestern Mutual since 2008 and is life and health licensed and Series 7/66 securities registered.
Soo's specialties are constructing investment portfolios and building complex financial plans - including tax considerations and retirement income distribution strategies.
She lives in Waukesha with her husband Chip and their two dogs, Chomper and Brinkley. They enjoy socializing with friends, but even more so - thoroughly spoiling the dogs! She is an avid fantasy football enthusiast and loves watching fall football games.
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Wealth Management Advisor
Zach is a recent graduate from the University of Wisconsin Whitewater with a major in Finance & minor in Mathematics. He joined Northwestern Mutual in 2020 and holds his life/health insurance licenses. During his studies, he was very involved with the Applied Investments Program on campus, as an Equity Research Analyst. That involvement gave Zach the opportunity to manage a portion of the Whitewater Endowment Fund, pitch new investment ideas to the board, and participate in the CFA Research Challenge. He was also president for the UW Whitewater Investment Group.
Within Mosaic Financial Partners, Zach is essential to our team in keeping on top of investment operations, which includes new accounts, account service, rollovers, distributions, and maintenance.
During his free time, Zach enjoys running, biking, camping - and a good road trip across the beautiful Midwest!
Job Titles:
- Associate Portfolio Manager, Private Client Services