Jackson Financial Planning Group Serious About Data Care

JACKSON – Heather Stiefvater of Jackson’s Mosaic Planning Group accepted the challenge of caring for customer and proprietary information knowing that managing six virtual home offices and multiple insurance and financial planning product lines would complicate the project.

Mosaic Planning Group, led by Stiefvater, entered Wyoming’s 2022 Cybersecurity Competition for Small Businesses to learn to safely communicate and secure home offices.  Like a lot of companies became during the pandemic, Mosaic became a virtual company.  Mosaic found they could attract more qualified employees if they weren’t limited to the northwest Wyoming area, so home offices made sense.

“Protecting our information and our client’s information is a top priority at Mosaic Planning Group.  We greatly appreciate CyberWyoming and their assistance helping us ensure all our information is safe,” said Stiefvater. 

Starting with developing their security goals, Mosaic Planning Group wanted to make sure all employees were on the same page and using the same data care practices.  They realized a homogeneous environment for each home office would be easier to support and manage and so at staff meetings, they discussed the balance between security and work productivity and came to solutions that would work for their employees.

“It was important to involve everyone in the decision making process.  That way when we wrote everything down in policies, compliance wouldn’t be an issue,” said Stiefvater.  These discussions also created a more security aware culture where each employee had control of their own data care responsibilities.

During the competition, Mosaic Planning Group met 90% of their own security goals and completed 90% of risk recommendations, the largest of which was figuring out how to manage the previously ambiguous home offices.  The company now has a home office audit process to ensure that their plan is maintained.

The 2022 Competition was supported by a grant from Microsoft and the Department of Workforce Services and due to CyberWyoming’s 2022 members and sponsors: Capitol Communications Inc., Campbell County Health, Cheyenne State Bank, CPU (Computer Professionals Unlimited), DigeTekS LLC, EvnTec, Factory IT, First Federal Bank & Trust, First Interstate Bank, Gannett Peak Technical Services, HUB International, IECA, K2 Technologies, Manufacturing Works, PDS, Sweetwater Technology Services, and TEAM.  For more information about the 2023 Wyoming Cybersecurity Competition for Small Businesses visit https://cyberwyoming.org/competition.

The competition was developed by CyberWyoming in 2018 to encourage Wyoming small businesses to meet best practices in cybersecurity through a home grown program called Made Safe in Wyoming™.  The competition has gained national and international attention being the only of its kind and, in February of 2022, won a Gula Tech Foundation Award to expand in 2023. CyberWyoming recently announced this expansion and is looking for local economic development agencies who want to house a Cybersecurity Business Counselor. 

“We wanted to encourage traditional economic development agencies to incorporate security and information protection into their member offerings, so we used the Gula Tech Grant to incentivize them to train a staff member with our program,” said Laura Baker, Executive Director of CyberWyoming.

Baker said the goal of the program expansion is to raise business community awareness by installing local cybersecurity business counselors that can help with security planning and programs, then encourage connection with other companies and organizations locally to fill the holes.

Those economic development agencies interested in expanding their services with the Made Safe/Competition Program should contact Baker at info@cyberwyoming.org or 307.314.2188. About Mosaic Planning Group:  Mosaic Planning Group is a fully independent insurance planning firm that works with individuals, families, and businesses whose mission is to create and maintain a culture of transparency, honesty, and integrity for their partners, clients and communities they serve.  It employs financial, tax, legal and trust support professionals to implement protection programs using a vast carrier network that specializes in life insurance, long term care insurance, disability insurance, and independent policy reviews.  Mosaic Planning Group joined the Competition because their trust support professionals all work in home offices and often handle sensitive information.  The company wanted to learn to securely communicate and manage home environments in order to grow the business.  Mosaic Planning Group believes that geography doesn’t matter when building a conglomerate of professionals. For more information: https://mosaicplanninggroup.com/


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