Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers.
Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance.
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This marks an important step in the next phase of growth for Mosaic Financial Advisers as the firm looks to bring in more professionals and develop multiple teams aimed at serving client’s varying needs. Bergoon has nearly 10 years in the Risk Management and Advisory businesses. He’ll continue serving his clients and help develop the risk management tools that Mosaic Financial Advisers can offer clients.
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“Mosaic Financial Advisers is committed to offering our clients not only the best possible wealth management experience, but we also want to begin developing our teams so that our clients can receive more holistic financial planning” stated Prewett. “I strongly believe acting as a fiduciary is paramount when given the responsibility of managing wealth and this can best be done when clients have a team of specialists that are constantly looking at their entire financial plan.”
“One of the key differentiators between Mosaic Financial Advisers and other wealth management firms is the fact that we are building a team of specialists in all areas of financial planning,” stated Prewett. “Most firms focus on one area of financial planning and our goal is clearly different. We are excited to partner with someone whose talents and skillset can contribute to so many aspects of the risk management business.”
Bergoon added: “I’m excited to join the Mosaic Financial Advisers team so that we can improve upon and expand our risk management offering to both clients and companies.”
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