Mosaic Wealth
Mosaic Wealth is an independent wealth management and investment advisory firm providing objective advice and personalized wealth management solutions designed to help you cultivate a life of true significance. We work tirelessly to create a personal relationship with you that will stand the test of time, based on a deep understanding of you, your family and your most important goals. We are here to reduce any financial anxieties you may have today and to inspire your utmost confidence in tomorrow.
7-day free trial · no credit card
Verified contacts
22
available on Kipplo
LinkedIn employees
27
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 22 verified contacts at Mosaic Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- MB
Missy Brown
Principal and Senior Wealth Advisor · Finance & Accounting
EmailPhone - BL
Bethany Lepage
Client Service Manager · Customer/Client Service
EmailPhone - GC
Gregg Cole
Wealth Advisor · Finance & Accounting
EmailPhone - JC
Joe Cella
Wealth Advisor · Finance & Accounting
EmailPhone - GS
Gary Seifert
Client Ambassador · Customer/Client Service
EmailPhone - JL
Jack Linton
Associate Wealth Advisor · Finance & Accounting
EmailPhone - MP
Michael Potter
Client Service Associate · Customer/Client Service
EmailPhone - RD
Raili Daniel
Associate Wealth Advisor · Finance & Accounting
EmailPhone - LL
Lance Lehmann
Investments Team Leader · Other
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Mosaic Wealth
15 distinct titles indexed · top 10 shown.
- 3associate wealth advisor
- 3wealth advisor
- 2client service associate
- 2principal and senior wealth advisor
- 1business operations team lead
- 1client ambassador
- 1client service manager
- 1director of client services
- 1investments team leader
- 1managing director
- +5more titles
Sign up to unlock all 22 contacts at Mosaic Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 22 verified contacts at Mosaic Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.