Broker Check

Our Team

At our firm, we have the client—and only the client—in mind.

We are a small but mighty team. The blend of millennial and baby boomer generations results in a unique perspective for the clients they serve. Clint Seefeldt is a CERTIFID FINANCIAL PLANNER™ professional and an Investment Adviser Representative of Savvy Advisors. Clint has his FINRA Series 6, 7, 63, and 65 securities registrations, Life and Health Insurance license as well as Long Term Care Certification.

Andrea Driver

Client Service Associate

andrea@mosaic-wa.com

Andrea has worked with Provider Wealth Management clients since 2024. With an extensive background in office management and customer service, Andrea serves as the Carmel Client Service Associate and office manager. She brings a wealth...
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Clint Seefeldt, CFP®

Financial Planner

317-695-3960

clint@mosaic-wa.com

Clint specializes in financial planning and investment solutions for medical professionals and small business owners. He provides comprehensive wealth management solutions for those in the medical profession through retirement planning...
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Edward Wildermuth

Financial Planner

ed@mosaic-wa.com

Before becoming a financial advisor in 2012, Ed spent a decade in corporate accounting and finance—an experience that grounded him in the numbers before he ever started managing them for others. Today, he works with professionals and...
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Parker Howard

Client Service Associate

Parker, born and raised in Phoenix, Arizona, now lives in Buckeye, AZ. He earned a Bachelor of Science in Finance & Economics from Grand Canyon University and holds Series 7, 63, and 65 certifications. As a Client Service Associate, he...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.