Jenifer Aronson, CFA®

Founder, Managing Partner

Lisa Montalvo

client services

Leslie Meisner, RMA®

Director of Marketing

who we are

Meet The Mosaicfi Team

Jenifer Aronson, CFA®

Founder, Managing Partner

Jenifer started Mosaicfi in order to provide individual clients with smart, straightforward, personalized planning and investment management with a focus on keeping costs to a minimum. Jenifer leads all investment, planning and operations for the firm. Her background includes:

Jenifer is an active member and committee participant of the Chicago Financial Exchange and the CFA Society of Chicago. She is often a guest speaker and panelist for the Chicago Booth Women’s Network.  

She is the proud single mother of three daughters and is a strong advocate for empowering women in all aspects of their financial lives.

10 years of Financial Planning and Investment Management at Mosaicfi

8 years of Portfolio Construction and Financial Management for ultra high net worth family offices

14 years of Fixed Income Portfolio Management at Northern Trust, Brinson Partners

CFA® (Chartered Financial Analyst)

MBA, Finance and Economics, University of Chicago, Booth School of Business

BS, Business Administration, University of Arizona

25 years of experience in wealth management including financial planning, investment management, and banking for global private banks

Responsibilities included managing teams, P & L’s, recruiting and hiring advisors

RMA ® Investments and Wealth Institute
Bachelor of Science in Business
Administration, University of Illinois, Chicago

Certified professional coach and energy leadership master practitioner, iPEC

Board member, Live and Learn Arizona

Leslie Meisner RMA®

Director of Marketing

Leslie is an avid student of personal finance and uses her years of experience to create the marketing strategy for Mosaicfi. With hundreds of client meetings from which to draw, she develops content with a common sense approach and topics that address the concerns and interest of our readers.

Leslie lives in Scottsdale, AZ, with her husband Steve. They enjoy an active lifestyle in the desert foothills and desperately miss their two grown sons.

Providing excellence in client care is a hallmark of Lisa’s approach to client service. Lisa manages the day to day service needs of Mosaicfi clients. Her responsibilities include account opening, asset transfer, responding to and initiating client requests. Her experience includes:

With an extensive background in delivering a wide range of services Lisa draws upon 25 years of client experience facilitating detailed tasks and requests in the insurance, real estate, construction and pharmaceutical industries.

Lisa Montalvo

client service

Facilitating and processing claims for large insurance providers

Operating as a general contractor for residential properties, both new builds and renovations

Marketing new and existing drugs in the neuroscience and women’s health areas


Lisa has a BS in Business Administration from Florida International University and is also a certified real estate appraiser


With an extensive background in delivering a wide range of services Lisa draws upon 25 years of client experience facilitating detailed tasks and requests in the insurance, real estate, construction and pharmaceutical industries. Lisa and her husband, Mike, live in North Carolina with their feisty cockapoo, Justice.

Jenifer Aronson, CFA®

Founder, Managing Partner

who we are

Meet The Mosaicfi Team

Jenifer started Mosaicfi in order to provide individual clients with smart, straightforward, personalized planning and investment management with a focus on keeping costs to a minimum. Jenifer leads all investment, planning and operations for the firm. Her background includes:

Jenifer is an active member and committee participant of the Chicago Financial Exchange and the CFA Society of Chicago. She is often a guest speaker and panelist for the Chicago Booth Women’s Network.  

She is the proud single mother of three daughters and is a strong advocate for empowering women in all aspects of their financial lives.

10 years of Financial Planning and Investment Management at Mosaicfi

8 years of Portfolio Construction and Financial Management for ultra high net worth family offices

14 years of Fixed Income Portfolio Management at Northern Trust, Brinson Partners

CFA® (Chartered Financial Analyst)

MBA, Finance and Economics, University of Chicago, Booth School of Business

BS, Business Administration, University of Arizona

Leslie Meisner, RMA®

Director of Marketing

25 years of experience in wealth management including financial planning, investment management, and banking for global private banks

Responsibilities included managing teams, P & L’s, recruiting and hiring advisors

RMA ® Investments and Wealth Institute
Bachelor of Science in Business
Administration, University of Illinois, Chicago

Certified professional coach and energy leadership master practitioner, iPEC

Board member, Live and Learn Arizona

Leslie is an avid student of personal finance and uses her years of experience to create the marketing strategy for Mosaicfi. With hundreds of client meetings from which to draw, she develops content with a common sense approach and topics that address the concerns and interest of our readers.

Leslie lives in Scottsdale, AZ, with her husband Steve. They enjoy an active lifestyle in the desert foothills and desperately miss their two grown sons.

Lisa Montalvo

client service

Providing excellence in client care is a hallmark of Lisa’s approach to client service. Lisa manages the day to day service needs of Mosaicfi clients. Her responsibilities include account opening, asset transfer, responding to and initiating client requests. Her experience includes:

With an extensive background in delivering a wide range of services Lisa draws upon 25 years of client experience facilitating detailed tasks and requests in the insurance, real estate, construction and pharmaceutical industries.

Facilitating and processing claims for large insurance providers

Operating as a general contractor for residential properties, both new builds and renovations

Marketing new and existing drugs in the neuroscience and women’s health areas


Lisa has a BS in Business Administration from Florida International University and is also a certified real estate appraiser


With an extensive background in delivering a wide range of services Lisa draws upon 25 years of client experience facilitating detailed tasks and requests in the insurance, real estate, construction and pharmaceutical industries. Lisa and her husband, Mike, live in North Carolina with their feisty cockapoo, Justice.

Think Differently

ENGAGE WITH US

Our Think Differently Experience is Mosaicfi’s signature event. The idea came from Jenifer’s own experience attending a friend’s launch of her coaching business. The guests spent an afternoon focusing on their goals. Jenifer experienced a break-through shift in thinking which prompted her to take the steps to launch her own firm. Not only was Mosaicfi born, it encouraged Jenifer to create the Think Differently Series for clients and friends. Each Think Differently event is unique, providing women a day to focus on their own possibilities and dreams.

Sign up below to learn more about our next event on March 23, 2024: Think Differently “What Is Enough?”

Think Differently is a day to focus on your own possibilities and dreams.

Be informed about finances. Be inspired to take action.
Our monthly newsletter does both.

sign me up

newsletter sign up