Darrin Englebert, CFP®, RICP® in

Darrin Englebert, CFP®, RICP®

Captain · DISC type SD
Partner - Mosaic Financial Partners at Mosaic Financial Partners
📍 Milwaukee, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Partner - Mosaic Financial Partners
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Darrin shows up

Decisive But Calm
Consummate Professional
Long-Term Thinker

They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Darrin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2019
Partner - Mosaic Financial Partners
Mosaic Financial Partners
3-2009
Wealth Management Advisor
Northwestern Mutual
1-2007 - 3-2009
Director, Local Sales Channel
Manpower
9-2004 - 12-2006
Director, Market Intelligence
Manpower
8-2000 - 9-2004
Manager, Internet Business Development and Planning
Manpower
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1992 - 1997
BBA
University of Wisconsin-Milwaukee
1999 - 2003
MBA
Keller Graduate School of Management of DeVry University
Education details unavailable
Ashwaubenon High School
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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