Jenifer Aronson, CFA®
Founder, Managing Partner
Lisa Montalvo
client service
Leslie Meisner RMA®
Christina Dee
Director of Marketing
COMPLIANCE ANALYST
Tammy Wener, CFP®
Partner, director of financial planning
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.
Tammy continues to volunteer providing financial planning to those in need and coordinates financial literacy programs for domestic violence survivors.
She lives in Vernon Hills with her husband, two children, and one crazy dog.
Co-founded RW Financial Planning, Inc. in 2016 which provided hourly and project-based financial planning services for client.
CFP Certified Financial Planner™.
MBA from DePaul University’s Driehaus College of Business
Bachelor of Science in Finance, Illinois State University
Bachelor of Science in Finance, Illinois State University
Adjunct instructor at Northwestern University’s School of Professional Studies CFP® Program
Financial Planning Association of Illinois member; served multiple terms on the board as the Director of Pro Bono Services.
Tammy has more than twenty years of financial planning experience working with a wide range of clients.. Tammy leads all financial planning at Mosaicfi and together she and Jenifer manage the firm’s operations. Her background includes:
PARTNER, Director of FINANCIAL PLANNing
Tammy Wener, CFP®
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.
Detail oriented, curious, and proactive, Christina joins the team at Mosaicfi Wealth Management to take the lead on compliance and reporting requirements. She has fifteen years of experience in a Public Accounting Firm with extensive experience in Private Client Services including tax planning and reviewing individual, trust, corporate, partnership, and multi-state tax returns.
Christina Dee
Compliance analyst
14 years at Michael Silver, Deerfield Il starting as a staff accountant working her way up to a tax manager
B.S. Accountancy, Magna Cum Laude, DePaul University, Chicago, IL
She is the proud mom of one son, Alex, wife to husband, Dan, and dog mom to a beautiful Goldendoodle named Sadie. Christina enjoys exploring the United States, road tripping with her adventurous family of four.
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
Co-founded RW Financial Planning, Inc. in 2016 which provided hourly and project-based financial planning services for client.
CFP Certified Financial Planner™.
MBA from DePaul University’s Driehaus College of Business
Bachelor of Science in Finance, Illinois State University
Bachelor of Science in Finance, Illinois State University
Adjunct instructor at Northwestern University’s School of Professional Studies CFP® Program
Financial Planning Association of Illinois member; served multiple terms on the board as the Director of Pro Bono Services.
Tammy continues to volunteer providing financial planning to those in need and coordinates financial literacy programs for domestic violence survivors.
She lives in Vernon Hills with her husband, two children, and one crazy dog.
Tammy has more than twenty years of financial planning experience working with a wide range of clients.. Tammy leads all financial planning at Mosaicfi and together she and Jenifer manage the firm’s operations. Her background includes:
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.
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.
Detail oriented, curious, and proactive, Christina joins the team at Mosaicfi Wealth Management to take the lead on compliance and reporting requirements. She has fifteen years of experience in a Public Accounting Firm with extensive experience in Private Client Services including tax planning and reviewing individual, trust, corporate, partnership, and multi-state tax returns.
14 years at Michael Silver, Deerfield Il starting as a staff accountant working her way up to a tax manager
B.S. Accountancy, Magna Cum Laude, DePaul University, Chicago, IL
She is the proud mom of one son, Alex, wife to husband, Dan, and dog mom to a beautiful Goldendoodle named Sadie. Christina enjoys exploring the United States, road tripping with her adventurous family of four.
Think Differently
ENGAGE WITH US
Think Differently is Mosaicfi's signature event. On March 23, 2024, we hosted our 3rd bi-annual event at the Hotel
Zachary in Chicago. We explored "what is enough?" Our coaches, Melissa Ford and Sherry Welsh, led the conversation teaching us how our minds are "pre-set" to "not enough" and other negative thoughts. Our audience of talented women enjoyed meeting each other and sharing the experience.
The idea for Think Differently came from Jenifer's experience in a similar group, which prompted her to make her dream of opening a women owned and operated wealth management firm a reality.
