“Alone we can do so little, together we can do so much.”
In forming Mosaic Family Wealth, we have pulled together an experienced group of individuals with different skills and backgrounds to create our own professional mosaic to serve you.
Our diverse experience allows us to address all aspects of your wealth, focusing on the big picture as well as the intricate details. We will collaborate with you to understand your goals and dreams and to develop a customized plan that helps you actualize your vision for success.
As the President of Mosaic Family Wealth, Scott leads the strategic direction of the firm to ensure that the firm is adequately positioned to anticipate and serve the needs of our clients. A CERTIFIED FINANCIAL PLANNER, Scott also works closely with our clients to define a long-term vision of success in their financial lives and beyond.
Scott brings more than two decades of experience to the firm, with additional tenures as Executive Director at Morgan Stanley Wealth Management and Vice President–Wealth Management at A.G. Edwards & Sons, Inc.
Scott is a graduate of St. Louis University and lives in Town & Country with his wife Linsey and their three daughters. He is a board member of the St. Louis Sports Commission and Westminster Christian Academy and sits on the Executive Committee of the St. Louis University Billiken Club Board. Scott also appears on Fox Sports Midwest as a broadcaster for St. Louis University basketball game. He was twice named an Academic All-American at St. Louis University, and was recently named to the St. Louis University All Century Basketball Team.
314-627-5232 | email@example.com
With more than two decades of senior leadership in wealth management, Larry leads our firm’s investment committee with his commitment to detailed research and analytics that inform the creation and management our client-purposed portfolios. In addition to his role as CIO, he works with clients to understand their most important short- and long-term objectives, and how those objectives should shape their investment decisions.
Larry was a baseball player at Western Kentucky University and played professionally for eight seasons with the Boston Red Sox and Oakland A’s organizations. He and his wife Jeannine live in St. Louis with their son and a daughter. Larry is actively involved in the community and with his church.
314-627-5233 | firstname.lastname@example.org
Missy oversees the firm’s retirement, estate, tax and financial planning services. She serves as Family CFO for high net worth families, helping them define and develop comprehensive wealth management plans to achieve lives of significance for generations to come.
Her 18 years of financial services industry experience includes key leadership and relationship management positions at Morgan Stanley Wealth Management and A.G. Edwards & Sons.
Missy holds a Bachelor of Arts in Communications from Fontbonne University and a Masters in Communications from Lindenwood University. She lives in St. Peters with her husband Ben and their three children. She was a collegiate soccer player and continues to enjoy all sports, coaching her children’s teams while serving on their school’s board.
314-627-5230 | email@example.com
Jim is one of the most recognizable names in professional sports, spending 35 years as an agent representing all-pro clients including Roger Craig, William “The Refrigerator” Perry, Randall Cunningham and many others.
Today, Jim is focused on helping a select group of Mosaic Family Wealth’s high net worth clients define, plan for and achieve the lives they’ve always desired for themselves and for their families. He works closely with each of our clients to help them protect the wealth they have earned while cultivating a course for future growth.
Jim is a St. Louis native and a graduate of the University of Southern California. He and his wife Pat live in St. Louis and enjoy playing golf and perfecting their rumba and cha-cha on the dance floor.
314-627-5235 | firstname.lastname@example.org
Zachary Wagganer joins Mosaic Family Wealth as Senior Wealth Advisor from Moneta Group. Zac worked to develop meaningful and lasting relationships with his his clients and their families. Prior to joining Moneta, Zac spent over a decade specializing in banking and commercial real estate investments.
Zac earned his Bachelor’s of Business Administration and Legal Studies and Paralegal Certificate, cum laude, from Webster University. Prior to joining Mosaic, Zac spent over a decade in banking and commercial real estate investment, helping investors and businesses through varied economic climates.
Zac and his wife, Annie, have four children, Hannah, Benjamin, Sarah and Emily. Zac takes every opportunity to enjoy their activities, including soccer, baseball, and swimming. He also enjoys duck hunting, fly fishing, and the outdoors.
314-627-5225 | email@example.com
Sarah is responsible for maintaining client relationships and ensuring a positive experience for each client. She handles any follow-up from customer meetings and assists our advisors in all aspects of the wealth planning process. She brings a wide variety of experience including; Human Resources, Insurance, Financial Services, and Entrepreneurial endeavors.
She is a graduate of Fontbonne University and holds a Bachelor of Science degree in Psychology and a minor in Business Administration.
She lives in Ste. Genevieve, MO with her husband Jerrod and their three sons and daughter. They enjoy kayaking, golfing, and time at the lake.
314-627-5234 | firstname.lastname@example.org
As a Relationship Manager with Mosaic Family Wealth, Tyler manages many of the firm’s client relationships. In this role, Tyler strives to build deep and meaningful relationships with clients while providing customized financial solutions based on each client’s individual needs. Tyler brings more than 10 years of industry experience to the firm, with tenures as a Relationship Manager with Edward Jones and a Financial Advisor with MassMutual Financial Group.
Tyler is a Chartered Financial Consultant® (ChFC®) and a Chartered Life Underwriter® (CLU®) through The American College. In addition, Tyler holds a Bachelor of Science in Accounting degree and a Master of Science in Management Practice (MSMP) degree from Greenville College in Greenville, Illinois. He also earned a Master of Business Administration (MBA) degree from Maryville University in St. Louis, Missouri. He currently holds the FINRA Series 66 registration and Missouri-licensed in life and health insurance.
314-627-5228 | email@example.com
Darlene serves as the investment strategy liaison for the firm, managing all trading platforms and securities executions while assisting with equity research and investment analysis. She has more than 10 years of industry experience with Morgan Stanley Wealth Management.
Darlene is a graduate of the University of Missouri St. Louis with a Bachelor of Science in Marketing and holds a 66 licenses. She lives in New Melle with her husband Ryan, an organic farmer, and daughter. They enjoy gardening and hiking.
314-627-5236 | firstname.lastname@example.org
Luke is part of Mosaic Family Wealth’s core team responsible for developing customized financial plans for clients. He also manages all reporting and meeting preparations for the firm.
Luke is an alumni of Westminster Christian Academy in Town and Country Missouri. He recently graduated from the University of Missouri Columbia with a BSBA in Finance and Banking. He lives in Brentwood with his wife Brynn, a nurse. He enjoys playing golf and fishing.
314-627-5239 | email@example.com
Gail is in charge of all client administration for the firm, handling account openings, transfers and client inquiries. She brings more than 15 years of industry experience to this role, with previous tenures at Morgan Stanley Wealth Management and Boatmen’s Trust Company.
Gail holds Series 7 and 63 licenses. She lives in Red Bud, IL with her husband Ken and their two sons, where they enjoy camping and bike riding.
314-627-5237 | firstname.lastname@example.org
Barbi is responsible for directing firm operations and compliance and spearheading special projects to identify and implement enhancements to our workflow. She manages firm-wide business efforts and drives strategic initiatives that improve internal efficiency and effectiveness.
Barbi is a graduate of Washington University with a Bachelor of Science in Psychology and earned her Master of Business Administration from Webster University. She lives in Eureka, MO with her husband, three step-children and four dogs. In her spare time, Barbi enjoys hiking, traveling, the outdoors and volunteering at local animal shelters.
314-627-5231 | email@example.com