Carey Kesner – CFP®

Partner

Carey is a founding partner of Mosaic. Prior to Mosaic he spent nearly a decade at a boutique wealth management firm in Houston where he was instrumental in developing the financial planning process and many of the analytical tools utilized in nearly every engagement. Today, Carey’s responsibilities at Mosaic are broad ranging and involve oversight of the entire financial planning process and the continued development and enhancement of the firm’s analytical tools. In addition, Carey serves as Mosaic’s Chief Operating Officer, Chief Compliance Officer, Chief Technology Officer, and Head of HR. In other words, Carey runs the day-to-day operations necessary to operate a successful and thriving firm.

Carey grew up in greater Houston and earned a Bachelor’s in Business Administration & Finance from Houston Baptist University, graduating Magna Cum Laude. He earned his Certified Financial Planner (CFP®) designation after completing course work at Rice University in Houston. Carey also teaches courses in estate planning at the University of Houston. Carey and his wife, Ashley – his high school sweetheart – have four children, who continually keep them on their toes. In his time away from the office, Carey coaches his kids’ soccer teams and also serves on the board of his local municipal utility district. With any remaining free time, Carey enjoys running and plans to complete his first full marathon in early 2020.

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