Our Team

Thomas Jackson

  • Founding Partner
  • Heads the Tax and Estate Planning Practice
  • 36 years of experience
  • B.S. – Illinois State University
  • M.S. – DePaul University
  • CPA®, PFS®

Patrick McKenna

  • Partner
  • 29 years of experience
  • B.S. – Marquette University
  • J.D. – Loyola University Chicago

Jane-Ellen Wolak

  • Founding Partner
  • Heads the Investment Advisory Practice
  • 31 years of experience
  • B.B.A. – Loyola University Chicago
  • M.S. – DePaul University
  • CPA®, PFS®, CFP® Professional

Craig Stepnicka

  • Founder Chelsea Advisors, combined with Mosaic in 2016
  • Tax, Business and Investment expertise
  • CFO to high net worth families
  • University of Illinois, Law and Accounting
  • CPA®, JD

Derrick Allen

  • Partner
  • B.A. – Concordia University
  • M.B.A. – Dominican University
  • M.S. – DePaul University
  • CPA®

Timothy DeBruyne

  • Partner
  • B.B.A. – University of Notre Dame

Brian Dexl

  • Manager
  • B.S. – Western Illinois University
  • CFP® Professional

Lucas Muriello

  • Manager
  • B.S. – Dominican University
  • M.S. candidate
  • CPA®

Ryan Shaughnessy

  • Manager
  • B.A. – Arizona State University

Kevin Galdek

  • Consultant
  • B.S. – DePaul University
  • CPA®

Keith Goldstein

  • Consultant
  • B.S. - University of Illinois
  • J.D. - University of Texas at Austin
  • M.S.A. Candidate
  • CPA®

John Gurczak

  • Consultant
  • B.A. – Arizona State University
  • J.D. Candidate

Joseph Hetland

  • Consultant
  • B.A. – Loras College

Susan Hong

  • Consultant
  • B.S. - Korea University
  • M.S.A. - Loyola University Chicago
  • CPA®

Charles Kudia

  • Consultant
  • B.S. – DePaul University
  • CPA® Candidate

Carrie Wildfong

  • B.S. - Grand Valley State University
  • Paralegal Studies Certificate – Loyola University

Heike Sasak

  • B.B.A – Benedictine University

Jonathan Tribo

  • B.B.A. – Western Illinois University
  • CPA® Candidate

Kyle Cernetig

  • B.B.A. – Loyola University

Brewster Lindblad

  • Consultant
  • B.S. – Miami University
  • CPA®, CFP® Professional

Carmel Saldana

  • Consultant
  • B.S. – Ateneo de Manila University

Jeanette Younglove

  • Office Manager
  • 25 years of experience

Andrea Vermirovska

  • Administrative Assistant
  • B.A. – Northeastern Illinois University

The Mosaic Newsletter

How Portfolio Theory worked in Real-World 2017
For investors, 2017 was a mirror image of 2016.  The top performing types of American companies in 2016 were the biggest laggards in 2017.  Meanwhile, the worst performing types of U.S. stocks in 2016 were the biggest winners in 2017.  Read More