Barbi Fennewald, CFP®
Director of Operations and Compliance
“For I know the plans I have for you, declares the Lord, ‘plans to prosper you and not to harm you, plans to give you hope and a future.'” — Jeremiah 29:11
Barbi is responsible for directing firm operations and compliance and spearheading special projects to identify and implement enhancements to our workflow. She manages firm-wide business efforts and drives strategic initiatives that improve internal efficiency and effectiveness.
Barbi has more than 20 years of industry experience managing firm operations at Morgan Stanley Wealth Management and leading training efforts at A.G. Edwards & Sons. Her foray into wealth management was unplanned; she began working part-time in college and decided the industry was a great fit for her because she appreciated making an impact on clients’ lives. Mosaic’s strong, family-oriented culture is special to Barbi. Being part of a team that truly cares for one another is incredibly fulfilling. This is especially gratifying for Barbi because she was responsible for leading the transition to build Mosaic Family Wealth and transferring clients to the firm. Helping to create Mosaic is one of Barbi’s proudest achievements to date.
Barbi is a graduate of Washington University with a Bachelor of Science in Psychology and earned her Master of Business Administration from Webster University. She lives in Eureka, MO with her husband, three step-children and four dogs. In their spare time, they enjoy hiking, traveling, the outdoors and volunteering at local animal shelters.