Kenneth Mayfield joined Mozaic, LLC in 2014 and has more than nine years of investment and portfolio planning experience. At Mozaic, Kenneth serves as the primary point of contact for many of our clients. He is responsible for the oversight of their portfolio planning process, including asset allocation, advising on strategic tax planning strategies, advanced liquidity management, concentrated position management, and investment implementation. Kenneth's expertise extends to advanced estate planning strategies and philanthropic planning, ensuring clients and following generations are adequately considered and cared for. Kenneth embarked on his professional career as an auditor with the Un