About
Susan Sukys, CFP® founded Mosaic Financial Group in 2005 to provide a new level of service and customization to those who desire a true partnership with their financial advisor. Instead of providing one solution for a specific problem, we deliver comprehensive advice that takes into account the full scope of a client’s finances, goals, and wishes.
By incorporating personal accountability and acting as your financial advocate in every stage of life, the advisors at Mosaic Financial Group strive to guide you toward financial freedom. Our goal is to Educate, Empower, and Enrich our clients’ lives.
Education about your financial choices leads to a better financial future. We strive to deliver fine-tuned, creative plans individualized to our client’s needs.
Empowerment and confidence in your actions can help you stay the course throughout your financial journey. We are your coach, advocate, and biggest supporter.
Enrichment, we believe, is about more than material wealth. Money is simply a tool that gives you the freedom to discover what is important to you and to live your best life, however you define it.
Our Team
Susan E. Sukys
My title:
Owner and Certified Financial Planner™ professional
What I actually do:
My days are spent personally talking with clients, listening to their goals, and uncovering what they want their money to do for them. I then find the tools and investments to try to make those goals a reality. It’s my job to know the best the industry has to offer, while considering the regulatory environment and market conditions that impact our clients’ lives.
Megan E. Gentille
My title:
Financial Advisor, MBA
What I actually do:
As a former career advisor and hiring consultant, with a background in helping young professionals discover and achieve their ideal career, I have always been passionate about helping others reach their goals. From ensuring security for your family, to planning for a comfortable future, I act as a sounding board and guide to help clients make smart financial choices.
Candice A. Brown
My title:
Senior Associate
What I actually do:
The financial advisors keep the clients on track. I keep the financial advisors on track. In addition to client meeting preparation and acting as the all-knowing office czar, I serve as the point of contact for new account setup, appointment scheduling, and coordination of all firm communications to clients.
Dawn M. Kline
My Title:
Junior Associate
What I actually do:
I come to Mosaic with a background in loan servicing and finance. I help to keep the office running smoothly, scheduling appointments and preparing new account documents.
Community Involvement
Our firm supports a number of community charities, non-profits, and activities throughout the year, including:
- Rotary Club
- Knox County Foundation
- Mount Vernon Chamber of Commerce
- Knox Community Hospital Foundation
- St. Jude Children’s Research Hospital
- Main Street Mount Vernon
- Youth softball teams
Check the background of investment professionals on FINRA’s BrokerCheck.
Does Mosaic Financial Group sound like a fit for you?
Contact us today for a 30-minute complimentary consultation.
Mosaic Financial Group, LLC
307 N. Main Street
Mount Vernon, Ohio 43050
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