Jack Deinlein

I grew up in Fort Thomas, Kentucky, a close-knit town just across the river from Cincinnati, where everyone walked to school, everyone went to college, and life had a certain predictability to it. What I remember most is how that changed for a lot of people in the 1970s. Inflation hit hard. Businesses failed. Families who had built something found themselves starting over. Watching that happen at a formative age left an impression on me that has shaped the way I think about money, risk, and the importance of having someone in your corner who takes it seriously.

I started my career in public accounting, spending six years in the Tax Department of KPMG Peat Marwick before transitioning into wealth management. That accounting foundation has never left me. It informs the way I look at a financial plan, the way I read a tax situation, and the way I think about the decisions that have long-term consequences for the people I work with. Over the course of 36 years in this industry, I've worked at Hilliard Lyons, Merrill Lynch, and Raymond James before founding Mosaic Wealth Management to build the kind of independent, client-first practice I always believed in.

My focus has always been retirement and income planning. The transition from accumulating assets to actually living on them is one of the most significant financial shifts a person makes, and getting the sequencing right matters enormously. My role with clients is less teacher and more counselor. I want to understand how you think, what concerns you, where your information comes from, and what you're actually trying to accomplish. From there, we apply a consistent, methodical process and keep you informed every step of the way.

I'm a graduate of the Indiana University Kelley School of Business and have spent most of my life in Bloomington, which has a way of doing that to people. My wife and I have been married for 42 years. We have four children and seven grandchildren, and when I'm not working, we're usually traveling somewhere new together. I've been involved in the local community for many years, including serving as a past president of the Bloomington Boys & Girls Club board of directors and on boards for the Bloomington Hospital Foundation and the Monroe County Public Library Endowment.

Credentials:

• CFP®, Certified Financial Planner, College for Financial Planning, Northwestern University, 2018
• CIMA®, Certified Investment Management Analyst, The Wharton School, University of Pennsylvania, 2007
• CRPC®, Chartered Retirement Planning Counselor, College for Financial Planning, 2008
• AAMS®, Accredited Asset Management Specialist, College for Financial Planning, 2002
• CPA, Certified Public Accountant, State of Ohio, 1984, State of Indiana, 1987
• BS, Bachelor of Science - Accounting, Indiana University Kelley School of Business, 1982