So much more than a broker.

We believe in providing exceptional service and customized strategies to help your financial plans fit together in the most advantageous way.

Mosaic Capital Management is an independent wealth management firm with offices in Winston-Salem and Hickory, North Carolina.

Helping Hands

At Mosaic, our primary focus is our clients.

Your experience and satisfaction are the ultimate measure of our success. Through a holistic and client-centered approach, we intend to exceed your expectations.

A photo of Josh Donley

Josh Donley


Anyone who has met Josh knows that he loves people and problem-solving. Josh has devoted the last two decades building relationships and tailoring custom financial strategies.

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A photo of Michael Stokes

Michael Stokes


After five decades of serving the community with dedicated financial services, the Stokes name is synonymous with experience, ethics and trust.

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A photo of Michelle Ludolf

Michelle Ludolf

Client Services & Operations Manager

After a decade assisting the CAO of an investment group at a billion dollar credit union, Michelle brought her talents and experience to the Mosaic team in 2016.

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Josh Donley & Michael Stokes are members of Integrated Financial Group.

A consortium of independent LPL financial planners from across the country.

Integrated Financial Group (IFG) is a consortium of independent financial planners from across the country who believe in the power of collective resources to better serve their clients.  Founded in 2003, IFG advisor members form the Brain Trust, where they share their professional wisdom and perspectives within the group.

On a day-to-day basis, IFG’s distinctive culture fosters advisor engagement, collaboration, and growth.

IFG’s members own businesses across eight states serving over $5 billion in assets as of 01/07/2021.

Our Credentials

At Mosaic, our advisors maintain professional certification for the following services:
Certified Financial Planner™
Chartered Life Underwriter®
Certified Public Accountant
Personal Finance SpecIALIST
Certified Divorce Financial Analyst®