Hometown: I was born in Toledo but consider my hometown to be a tiny town in Ohio called Tontogany. I am a country boy at heart.
Education: I earned my Bachelor’s in Communications (BAC) at Bowling Green State University in Ohio in 1986. In 1990 I received my Masters (MA) in International Relations from Wheaton College in Illinois. I subsequently earned two designations from the American College for Financial Services that support the work I do: the Accredited Asset Management Specialist℠ (AAMS®) and the Chartered Retirement Plan Consultant℠ (CRPC®).
First Jobs: My very first job was pulling weeds in bean fields as an 11-year-old. My two best friends and I did that for $1 an hour. Throughout college I waited tables at a restaurant.
Family & Personal Life: I am a very blessed man. My amazing wife, Susan, is a financial advisor in the insurance field. Together we have five wonderful kids ranging from high school age to recently married. Susan is counting the days down to our first grandchild! In our spare time, we travel and spend as much time as possible with family and friends. Once a year I do an epic hike. My favorite hikes have been summiting Mt Kilimanjaro in Africa and doing a grueling, one-day rim to rim hike of the Grand Canyon.
Why did I become a financial advisor? For years I wanted to be a missionary and even pursued a graduate degree towards that end. Life’s events took that desire and led me to work 8 years for a charitable organization through which I traveled the world working with missionaries and mission hospitals. Over time I found myself wanting to reduce the amount I was traveling to spend more time with my young children. After much consideration, I chose to become a financial advisor. Doing this work has helped me fulfill my desire to help others achieve their dreams and reach their potential.
My profound client experience: I have learned to never judge people based on their appearance, the car they drive, or the home they live in. I have been in mansions where the owners couldn’t afford furniture and I have been in trailer parks where the owners had accumulated significant investment assets. You have to look much deeper into people to truly know their character and financial habits and discipline.
What do people need to know about Mosaic Wealth Advisors? We are purposely designed to be different than every image that people may have about Wall Street from the movies. We work hard to make sure our clients understand their investments, we keep our fees low, and we always try to understand the lives of our clients so we can give them the best guidance to achieving their financial goals and dreams.
Favorite quote: My favorite quote is also our family mission statement. It comes from a 14th century knight’s creed: “Live pure, speak true, right wrong, follow the King.” If I can get those four areas right most of the time I know I am on the right path.
What is something most people don’t know about you? I have had the opportunity to visit 26 countries and hope to visit many more. Some trips were vacations but most were as the result of short-term missions and disaster relief. I count it a profound privilege to have spent time with some of the world’s most disadvantaged people, to learn from them, and to have been able to bring aid during times of distress.
Hometown: Born in Anderson, Indiana.
Education: Bachelor of Arts from Butler University. Doctor of Jurisprudence from the Frank McKinney School of Law (Indiana University). Certified/Financial Planner and Accredited Domestic Partnership Advisor awarded by the College of Financial Planning.
First Job: Recreation Director for an inner-city park.
Family and Personal Life: My husband of over 40 years, Jerry, and I met in law school. Jerry is a mediator and arbitrator and we love to travel. We enjoy spending time with our children and grandchildren.
Why did you become a Financial Advisor: My professional interests have always revolved around a desire to help others. In 2000, after serving as a trust officer and heading up their retirement services division of a retirement services company, I had the opportunity to tie my financial skills together and learn the financial planning process, I love the opportunity to help others reach their financial goals.
Most profound client experience Learning and understanding one’s financial self can make a difference on a daily basis. I help people see what is possible and I provide and path and guidance to their financial future. Some clients call me their retirement coach.
What do clients need to know about Mosaic Wealth Advisors: We focus on our clients’ individual needs and customize the recommendations to those needs. It is our goal to make people comfortable with their finances so they can make good choices for themselves.
Favorite Quote: Often attributed to Theodore Roosevelt, I believe in the adage that “nobody cares how much you know until they know how much you care.”
Childhood Memories: car trips to sites across the United States
Hometown: Born in Ft. Lee, Virginia. After I was born, my Mother packed me in a dresser drawer, placed the drawer on the front seat of the car…and spent the next three days driving back to Omaha. Grew up in Omaha, moved to Minneapolis in 1984, moved to Janesville, WI in 1998, moved to Indianapolis in 2001.
Education: Bachelor of Arts/Business Administration from College of St. Catherine, St. Paul, MN. One class shy of MBA, and two classes shy of MHA. While at St.Catherine’s, I was engaged in SLIP, six-week Sign Language Immersion Program. Instrumental in transitioning the SLIP program from the sister college to St. Catherine, establishing a baccalaureate program for American Sign Language (ASL).
First job: Hostess, Mt. Fuji Inn, Omaha, Nebr. The customers thought it was a kick to be seated by a curly haired, freckle faced redhead in an Oriental restaurant. My first professional job with Northwestern Bell Telephone Company (Ma Bell) was stenographer…..a profession replaced by technology. Over the next 20 years, enjoyed sales of PBX systems and fiber optics, moving to project management. Left in 1992 to adopt our first daughter, Anna.
Family and Personal Life: My extended family lives in Omaha…I’m the only one to move away from Omaha. My son John, 23, and I moved from WI to Indianapolis in 2001. Don’t let the Colts know…..we still enjoy a (secret) passion for the Packers!
Why am I working for Mosaic Wealth Advisors: Steve and Nancy drew me in with their extraordinary level of client care. Who wouldn’t want to be part of their team!
What clients need to know about Mosaic Wealth Advisors: Steve and Nancy spend an extraordinary amount of time getting to know their clients.
Favorite Quote: In a world where you can be anything, be kind. Everyone needs/wants to be loved…reach out daily to the people in your life.
What is something most people don’t know about you: Enjoy being a drummer in a rock and roll band. Went to school with Warren Buffett’s kids. Completed three marathons. Currently serve on board for Cornea Research Foundation of America and National Football Foundation Scholar Athlete Committee.