Client Service Associate
“You can’t go back and change the beginning, but you can start where you are and change the ending.” — C.S. Lewis
Bethany is a member of the operations team at Mosaic where she works on account openings, transfers, and supporting client inquiries. She has more than ten years of administrative experience working in the financial planning and higher education industries. She previously spent time at Mosaic from 2015 – 2017 and helped with the transition from Morgan Stanley. After taking time off to be with her young children, she re-joined the firm in 2021. She graduated from Truman State University and holds a Bachelor of Arts in Business Administration with concentrations in Management and Marketing.
Bethany lives in St. Peters, Missouri with her husband Chris and their three children: Wesley, Everly and Rosalie. She enjoys indoor cycling, playing volleyball and spending time with her family. She is also active in her church’s Mothers of Preschoolers (MOPS) group, which she and her daughter, Rosalie, attend regularly.