CONSORTIUM MEMBER SINCE 2005

Michael D. Stokes

CPA, CFS

Mosaic Capital Management, LLC
306 Fourth Street NW
Hickory, NC 28601

Phone  |  336-464-9968 or 828-327-9868
Fax  |  336-464-9977
E-mail  |  mstokes@mymosaiccapital.com
www.mosaiccapitalmanagement.com



Member Profile

Client Vision

Michael has been advising his clients for over a decade, helping hundreds of individuals and businesses cut their tax burdens and manage their wealth in a way that is appropriate for each client’s specific goals and concerns. Using a system for managing the distribution of retirement assets, he helps retirees and those close to retirement with strategies for lifetime income, protecting their principal investments, improving returns, and keeping their taxes as low as possible. Michael's allegiance is always to his clients. Many of his clients have been with the firm for over 30 years, starting when the firm was founded in 1966 by Michael’s father, Travis.


Areas of Expertise

  • Tax Planning
  • Investment Management
  • Insurance Planning
  • Estate Planning
  • 401K Implementation & Management
  • Retirement Planning

Education/Certification

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Bachelor of Science in Economics, UNC Chapel Hill
  • Accounting from UNC Greensboro

Outside The Office

Michael and his wife, Lois, live in Hickory, NC with their three children: Emily, Katie, and Michael.



Other Location

4505 Country Club Road, Suite 210,Winston-Salem, NC 27104
Phone: 336-464-9968
Fax: 336-464-9977 or 866-478-3811



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2004-2017

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