Industry & Business Community Leadership

In addition to our work with clients, Mosaic Financial Group and our founder, Susan Sukys, are passionate about active involvement in the industry and business community as a whole.

TAG Advisors Women’s Initiative

Founder, Susan Sukys, leads the TAG Advisors Women’s Initiative for a branch of over 370 independent financial professionals. This campaign is focused on increasing diversity and female inclusion in the financial services industry and promoting available career options. As a female-led office, this initiative is highly important to Mosaic Financial Group and to Susan personally.

National Federation of Independent Business (NFIB) – Ohio Chapter

The Mosaic team is fiercely independent and interested in protecting the rights of small business owners. As such, Susan Sukys serves on the board of NFIB Ohio, an organization that advocates to legislators on behalf of small business owners.

Local Involvement

In addition to her national involvement, Susan feels strongly about local community engagement and is a proud Rotarian and Chamber of Commerce member. 

Industry Leadership

Founder, Susan Sukys, has been asked to speak at numerous industry events, including peer-to-peer workshops on practice management and growth. Recent events and honors have included:

  • Cambridge Circle of Excellence Qualifier – November 2023   
  • Cambridge Community of Women Forum Panelist – February 2023   
  • Cambridge Fiduciary Services, Wealth Strategies Webinar Series – Health Savings Accounts, A Closer Look – December 2021   
  • Cambridge Community of Women Webinar Series – Creating an Efficient Office – June 2021   
  • Women Advisors Practice Management & Growth Summit – Atlanta, GA – September 2019
  • InvestmentNews Women Adviser Summit – Boston, MA – July 2019
  • Cambridge Practice Management Seminar – Orlando, FL – February 2019
  • TAG Advisors Women’s Retreat – Warrenton, VA – November 2018
  • Cambridge Ignite Conference – Indianapolis, IN – October 2018

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

mosaic@mosaicfg.com

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