About us
At Mosaic Asset Partners, we believe our team approach adds a broad perspective to the services we offer our clients. We take pride in being 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.
Mosaic Asset Partners
Our Trusted Team
Meet the team members dedicated to crafting personalized
financial strategies, one piece at a time. Together, we help you build the future you envision.
Christopher Wasson, CFP
President
Steven Dengler, CFP
Financial Planner
Kaitlyn
Rothaus
Client Support Specialist
Corinne LoVecchio
Client Support Specialist
Why Clients Trust Us
Our Clients Are People…
Not Just Another Number
At our firm, every client no matter the size of their account receives the same level of undivided attention, thoughtful guidance, and dedicated support. We believe that trust is earned through consistent, personalized service, and we take pride in treating each relationship with the care and focus it deserves
guiding Values
Our Philosophy
At the heart of our practice lies a firm commitment to integrity, service, and mutual trust. We bring competence, diligence, sound professional judgment, and confidentiality to each client engagement.
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 tailored 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 experts. 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
Community Involvement
Hosting Client Events Designed to Bring Us Together!
Educational Seminars
Empowering clients through expert-led seminars!
Subscribe to our weekly market recap to learn about recent economic events!
Stay ahead with our weekly insights on current financial events and their real-world impact.
