Anyone who has met Josh Donley knows that he loves people and problem-solving. Josh has devoted the last two decades to building relationships with his clients and tailoring custom financial strategies so that he can help them pursue their ultimate financial life goals.
Josh is a Certified Financial Planner™ professional and a Chartered Life Underwriter ™ in Winston-Salem, NC. He graduated Cum Laude from Elon University with a Bachelor of Science in Business Management and a Minor in Economics. He has been practicing as an independent fee-based financial planner since 2002. In 2011, Josh founded Mosaic Capital Management to help change the conversation in asset management, from one where the focus is on transactions or products to one where finding solutions is the key driver.
Josh specializes in comprehensive financial planning, investment management and advanced social security strategies, and he works closely with CPAs and estate planning attorneys as part of a collaborative approach. He is known for his ability to understand and resolve complex financial situations, and the challenge is where he thrives.
Josh is an outdoorsman at heart but loves a good garage project; he enjoys working on dirt bikes with his boys and seeing live music with his wife.
Working with Mickey means gaining a dedicated financial strategist who cares deeply for you and the security of your financial future. He has been advising many of his clients for over twenty-five years, always thinking about you, always looking out for you. He sees no higher calling than honoring the trust clients place in him. You can trust Mickey to help you make the best possible planning choices that are centered around you and your specific needs.
Being a fiduciary advisor is so important to Mickey. It guides everything he does for every client he serves. CPA professionals are not only bound to financial advisor ethics codes, but they are proud to live up to the high standard of the AICPA Statement on Standards in Personal Financial Planning Services that provides “a framework for delivering PFP services with the highest levels of integrity, professionalism, objectivity, and competence so that a CPA financial planner can serve the best interests of his or her clients and the public.”
Mickey’s ‘CPA roots’ run deep; his Dad started the Hickory family CPA practice in 1966. After graduating from UNC Chapel Hill, Mickey joined the firm in 1993, and took over in 1996. Today— after 55 years serving the community —the Stokes name is synonymous with experience, ethics, and trust. Working with Mickey will provide you with a careful listener, dependable advisor, and devoted friend.
As a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Divorce Financial Analyst (CDFA), he has a deep understanding of how to help clients benefit from today’s complex decisions about tax, investments, retirement, estate, and insurance. A CPA/Personal Financial Specialist is more than a financial planner – he is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This insight is critical to obtaining advice you can trust.
Mickey is an avid fan of Hurricanes hockey, Dolphins football, and everything Tar Heels. He enjoys spending time with his three grown kids and visits to the many outstanding wineries in the western NC area with his wife and close friends.
Michelle has two main focuses at Mosaic; first and foremost is the client. She enjoys serving people and wants to make sure every client is taken care of in a manner that makes them know they are important. She believes it is the little things that really set apart a client’s experience; the check in phone call to see if you need anything, the confirmation we received what you mailed us or following up to make sure requested changes occurred on your accounts.
Michelle’s second focus is operations and efficiently managing the office. If operations and efficiencies are in place, then the client experience is better and the advisors can truly focus on what they do best, advising and financial planning.
So no matter what you need, from scheduling a meeting to account documents, please know Michelle is ready to help you in any way she can.
Michelle resides in Clemmons with her husband Steve and her three daughters Sarah, Zoe-Grace and Pearl. She enjoys spending time with her family, watching her children perform in their various theater productions, photography, crafting and reading.