Our Team

Thomas Jackson

  • Founding Partner
  • Heads the Tax and Estate Planning Practice
  • 36 years of experience
  • B.S. – Illinois State University
  • M.S. – DePaul University
  • CPA, PFS

Patrick McKenna

  • Partner
  • 29 years of experience
  • B.S. – Marquette University
  • J.D. – Loyola University Chicago

Jane-Ellen Wolak

  • Founding Partner
  • Heads the Investment Advisory Practice
  • 31 years of experience
  • B.B.A. – Loyola University Chicago
  • M.S. – DePaul University
  • CPA, PFS, CFP® Professional

Craig Stepnicka

  • Founder Chelsea Advisors, combined with Mosaic in 2016
  • Tax, Business and Investment expertise
  • CFO to high net worth families
  • University of Illinois, Law and Accounting
  • CPA, JD

Derrick Allen

  • Senior Manager
  • 11 years of experience
  • B.A. – Concordia University
  • M.B.A. – Dominican University
  • M.S. – DePaul University
  • CPA

Timothy DeBruyne

  • Senior Manager
  • 14 years of experience
  • B.B.A. – University of Notre Dame

Brian Dexl

  • Manager
  • B.S. – Western Illinois University
  • CFP® Professional

Lucas Muriello

  • Manager
  • B.S. – Dominican University
  • M.S. candidate
  • CPA

Ryan Shaughnessy

  • Manager
  • B.A. – Arizona State University

Kevin Galdek

  • Consultant
  • B.S. – DePaul University
  • CPA

Keith Goldstein

  • Consultant
  • B.S. - University of Illinois
  • J.D. - University of Texas at Austin
  • M.S.A. Candidate
  • CPA Candidate

John Gurczak

  • Consultant
  • B.A. – Arizona State University
  • J.D. Candidate

Joseph Hetland

  • Consultant
  • B.A. – Loras College

Susan Hong

  • Consultant
  • B.S. - Korea University
  • M.S.A. - Loyola University Chicago
  • CPA

Charles Kudia

  • Consultant
  • B.S. – DePaul University
  • CPA Candidate

Brewster Lindblad

  • Consultant
  • B.S. – Miami University
  • CPA, CFP® Professional

Patricia Pineda

  • Consultant
  • B.B.A. – Loyola University Chicago
  • CPA candidate

Carmel Saldana

  • Consultant
  • B.S. – Ateneo de Manila University

Jeanette Younglove

  • Office Manager
  • 25 years of experience

Andrea Vermirovska

  • Administrative Assistant
  • B.A. – Northeastern Illinois University

The Mosaic Newsletter

What Would Estate Tax Repeal Mean? 
If President Trump and the Republican-led Congress get their way, the federal estate tax will be repealed   Read more