Mia Murdock & Heather Stiefvater
Who We Are
Mosaic Planning Group is a professional, fully independent insurance planning firm. We collaborate with individuals, families, and businesses along with their team of financial, tax, legal, and trust advisory professionals to implement protection that pairs with the objectives of the clients’ plan. We do not manage assets.
Paired with access to our vast insurance carrier network, we provide expert-level experience and expertise.
Highly specialized, we provide solutions for life insurance, long term care insurance, disability insurance, and independent in-force policy reviews for our clients and professional partners.
The Mosaic Team
Mia is the Founder and CEO of Mosaic Planning Group. Nearly two decades in the insurance planning field combined with her formal education have made her a highly sought after advisor in protection planning. She is widely known for her creative and solution-based approach to assisting clients with unique needs across the US.
Mia resides in Jackson, WY with her husband and two sons.
Heather is an advisor with Mosaic Planning Group. She has worked in the insurance field for many years prior to working with MPG. Heather is devoted to helping ensure all planning is well implemented and coordinated.
Cori owns and operates her business from Lander, WY, and can assist clients locally, as well as multiple states throughout the US. Cori has a strong background in protecting individuals and families and identifying their goals and needs to protect what matters most.
Amy is a Production Specialist and Licensed Associate Agent for Mosaic Planning Group. She lives in Riverton, WY and assists clients statewide, as well as throughout the US. Amy specializes in providing customized protection for individuals and families. She is detailed and strategic in her planning approach to make sure clients are properly covered and protected for all of their needs and goals.
How We Work
As needs are identified, our team works with an extensive network of insurance carriers to ensure the best solution is presented for each plan. We clearly explain the reasoning for each concept, including the details of every option. Our experienced team provides exemplary concierge service during the underwriting process to provide the easiest path to implementing solutions. Further, we continue to provide regular meetings with clients and their team of professionals to ensure all planning is well implemented and coordinated.
How Are We Different?
Individuals, financial advisors, legal and tax professionals, choose to work with Mosaic Planning Group for our high-level specialization, experience, and knowledge. By partnering with Mosaic Planning Group, professionals provide their clients with a range of solutions aligned with their visions, values, and goals. Your clients will know us as part of your team and a valuable resource you provide to them.