Menu
Thanks for coming by! I’m thrilled you’re here exploring Mosaic, and I hope you stay awhile. Mosaic is a place where you can pull up a chair, have a chat, and begin to take some real and achievable next steps towards the future you want.
Working in the finance industry for over fifteen years, I’m currently an Independent Financial Advisor, Enrolled Agent, and Certified Specialist in Planned Giving. As an Enrolled Agent, I’m able to prepare and discuss taxes with you–an important first step to help us see where you are currently and identify where you want to go. As a Certified Specialist in Planned Giving, I can help with any charitable goals you may want to set.
Currently, I’m a member of The Planned Giving Forum of Sacramento, The National Association of Charitable Gift Planners, and the National Association of Tax Professionals.
I graduated from California State University, Chico. I also attended the American Institute for Philanthropic Studies at California State University, Long Beach.
I’m a military spouse, so I understand transitions and life changes. We’ve lived all over the country and are grateful to be settling down in our dream home in Northern California. My daughters Sally and Katherine are fantastic and my top teachers these days.
P.S. Also a military fam? Please reach out! I’d love to help you navigate the unique challenges this career path requires, such as moving, buying and selling houses, solo parenting, and transitioning in and out of military life.
You’ll probably find me outside on the farm. We’ve started to create the Nelson Family Farm, which we are so excited to share. I dream up ideas then Ryan designs and builds. Currently we have a bunch of chickens and three dogs, with more little farm animals scheduled to arrive this summer.
Check us out on Instagram!
Reading, running while listening to podcasts, wandering book store aisles, and checking out new coffee shops, breweries, and wineries.
Mosaic Financial Solutions provides younger generations with the education and tools to start planning their financial futures.
