About us
At Mosaic Asset Partners, LLC, we believe our team approach adds a broader perspective to all we offer for our clients. We take pride in being both relatable and approachable, ensuring you feel comfortable and supported throughout the process. We can help you create an approach that is designed to address your unique situation, with guidance that is easy to understand and tailored to your needs.
team mosaic
Our Trusted Advisors
Meet the team dedicated to crafting personalized
financial strategies, one piece at a time. Together, we build the future you envision.
Christopher Wasson, CFP
President
Steven Dengler, CFP
Financial Planner
Kaitlyn Rothaus Moser
Client Support Specialist
Corinne LoVecchio
Client Support Specialist
Our Philosophy
At the heart of our practice lies a firm commitment to integrity, service, and mutual trust. Whether you’re a young professional building your career, a family navigating life’s milestones, an entrepreneur seeking to grow and protect your business, or a retiree preparing to enjoy the fruits of your hard work, we pride ourselves on delivering creative solutions to your unique challenges. Recognizing that each financial journey is distinct, we focus on understanding your aspirations and crafting a roadmap to help you achieve them.
Our philosophy embraces collaboration—not only with you but also with a network of trusted professionals, including attorneys, accountants, and other specialists. This comprehensive approach ensures your financial plan addresses all aspects of your wealth management needs, from investment planning and tax strategies to estate and retirement planning.
YEARS OF
EXPERIENCE
Why Clients Trust Us
Our Clients Are People, Not Just Another Number.
Every client regardless of account size gets the same attention and focus from our team. We want them to be successful and to reach their financial goals.
300+
Clients in 17 States
$250+
Million in Assets
50+
Years of Combined Expierenced
Community Involvement
We host multiple events for our clients
Educational Seminars
Empowering clients through expert-led seminars!
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