607 CASCADE W PARKWAY SE,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Managing Director, LPL Financial Advisor
Ryan focuses on asset management and financial planning. He holds Bachelor Degrees in Business Administration and Finance from Ferris State University and obtained his MBA with an emphasis on Finance from Western Michigan University.
Carol began her career in the financial services industry in 1986. While at Morgan Stanley for 12 years she served as Assistant Branch Manager and Investment Consultant. She holds her Series 7 (General Securities Representative),...
LPL Financial Advisor
Tanya began her career in the Financial Industry in 2000, working at Fifth Third Bank on the Fixed Income Trading desk and went on to become a Financial Advisor with Morgan Stanley. She graduated from Grand Valley State University with...
Matt graduated from Hillsdale in 1982 with a degree in business administration and has been a financial advisor for over 35 years. His hobbies include tennis, biking, hunting, skeet shooting, and working out. He also enjoys spending...
LPL Financial Advisor, Wealth Management Advisor
Jonathan is dedicated to providing clients with customized services to help them pursue their financial goals. He works tirelessly to help clients make the decisions they need to live their best retirement lifestyle.
Matthew A. Sernau, AAMS® CRPC®
Matt is focused on making complicated financial decisions easy to understand. Matt got his start in the industry in 2003. As a financial advisor, he works hard each day to provide clients with the guidance, confidence and solutions...
Financial Advisor, LPL Financial
Nathan uses his knowledge and experience to help clients navigate the complex world of finance and retirement planning with confidence. Nathan started in the industry in 2013 and since then has worked to create simple, effective and...
Senior Vice President, Investment Planning
Greg began his career in 1969 with Kenower and MacArthur & Company as an institutional salesman of municipal bonds to most banks in southwest Michigan. Later he was assigned the state of Minnesota where he called on financial...
Jeanne has been in the financial services industry since 2000, beginning as Operations Manager with Morgan Stanley, earning their Service Excellence Award in 2012. She brings over 20 years of experience and a wonderful energy and...
Joyce is a graduate of Michigan State University. She lives in Grand Rapids with her husband, Rorick and their two dogs Carl and Bruce. In her spare time Joyce is an avid runner, enjoys going to the dog park, and spending time with...
I joined Mosaic Wealth Management in February of 2023 as the front desk Administrative Assistant. While I am still training, I have come to thoroughly enjoy helping clients, learning all aspects of the Financial World, and working...