We have deep experience and broad expertise.
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Donald L. DeMuth, CFA, MBA, CPA/PFS/ABV
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Glenn C. McKenzie, JD, MBA
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Jonathan M. Williams, CFA, CFP
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J.J. Harris, CPA
Donald L. DeMuth, CFA, MBA, CPA/PFS/ABV
Don received his Master of Business Administration degree from the Wharton School of the University of Pennsylvania. He obtained his Bachelor of Arts degree from Franklin and Marshall College. Don has been a licensed Certified Public Accountant since 1975 and has since earned the American Institute of CPA®'s Personal Financial Specialist designation and Accredited in Business Valuation designation for appraisal of non-publicly traded businesses. He became a Chartered Financial Analyst charterholder in 2012. Don is also a Registered Investment Advisor with the Securities and Exchange Commission.
Don founded his consulting practice (later renamed DeMuth & Kaufman Professional Management Consultants) in 1976, which advises physicans and dentists on business and financial management. In 1981, he became a member of the Institute of Certified Health Care Business Consultants. He was also a member of the Editorial Advisory Board of Physician’s Management magazine. Don launched Mighty Oak Strong America Investment Company (MOSAIC) in 2002 and became a member of the National Association of Personal Financial Advisors in 2008. Don has been listed in Financial Advisers for Doctors by Medical Economics and Financial Advisers for Dentists by Dental Products Report.
Don has had faculty appointments to the Wharton School of the University of Pennsylvania, Pennsylvania State University, and Franklin and Marshall College, where he taught Investments and Portfolio Management courses. He wrote Physician’s Guide to the Tax Reform Act of 1986 published by Medical Economics Books, Practice Options for Today’s Young Physician published by the Pennsylvania Medical Society Council on Medical Practice, and 1988 Tax Planning Strategies for Dentists Featuring the Revenue Act of 1987 and the Tax Reform Act of 1986. He has authored or co-authored approximately 50 articles in medical and dental publications.
Don is a lifelong baseball enthusiast, enjoys staying in shape, and seeing his grandsons.
Don was featured in a Wall Street Journal cover story.
investwithmosaic.com/files/WallStJournalReprint.pdf
Glenn C. McKenzie, JD, MBA
Glenn is a Vice President for MOSAIC. He has been a Senior Investment Advisor for Oakmont Capital Management, worked with Morgan Stanley Smith Barney, and managed client engagements with Goldman Sachs Ayco Personal Financial Management. Glenn graduated from Tepper Graduate School of Business at Carnegie Mellon University with a Master of Business Administration and received a JD from the University of Pittsburgh School of Law.
Jonathan M. Williams, CFA, CFP
Jonathan M. Williams, CFA, CFP is Vice President of Mighty Oak Strong America Investment Company, a fee-only Registered Investment Advisor registered with the Securities and Exchange Commission with offices in Mechanicsburg/Harrisburg, Pennsylvania.
Jonathan is a 30-year veteran of the financial services industry with extensive experience in delivering personalized investment strategies and financial planning solutions for his clients and their families.
He received his Bachelor of Arts from Dickinson College, earned his Certified Financial Planner designation in 1996, and has been a Chartered Financial Analyst charterholder since 2001.
Prior to joining MOSAIC, Jonathan served in various leadership roles with PNC’s Private Bank, including Regional Investment Director of Central PA and Market Leader of Arizona. As Central PA’s Investment Director, Jonathan supervised a team of investment advisors responsible for more than $1 billion of assets under management, chaired the region’s investment policy and compliance committees, and served as the region’s spokesperson and media contact for investment, economic, and financial market commentary.
As the Market Leader for Arizona, Jonathan led the region’s new client acquisition and client servicing and retention efforts. He recruited and led a team of financial professionals with expertise across investment management, wealth strategy, trust administration, private banking, and relationships strategy.
Jonathan has deep expertise in tactical and strategic asset allocation, portfolio construction, and investment manager due diligence. In his role as Chief Investment Officer at Harleysville National Bank and Trust Company, Jonathan was instrumental in modernizing the firm’s investment processes by building and then maintaining a set of volatility-based asset allocation profiles used to manage client portfolios, and also co-developed and managed tax efficient large cap equity separately managed accounts (SMAs).
In his role as Director of Research at AUA Capital Management, a family office, Jonathan maintained the firm’s weekly economic and market indicators which informed the firms tactical asset allocation decisions.
J.J. Harris, CPA
J.J. is a Vice President for MOSAIC. He has been a tax consultant for Carr & Associates, assisting high net worth clients with a wide range of tax issues, worked on client engagements with Goldman Sachs Ayco Personal Financial Management, worked in the family office of a former S&P 500 company, and spent 5 years working for a few of the Big 4 accounting firms where he acquired his audit and tax experience. J.J. graduated from the West Virginia University College of Business and Economics with a Bachelor of Science in Business Administration in Accounting. He became a Certified Public Accountant in 2000.