Carey Kesner – CFP®
Carey began his career in 2004 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 complex financial and estate plan. After the firm’s acquisition by a large multi-national bank, he was a key factor in their ability to deliver planning services to affluent corporate clients as well as serving on their Investment Committee. A founding partner of Mosaic and Director of Financial Planning, he has continued to utilize his experience and knowledge to develop, implement, and maintain comprehensive plans for the firm’s clients.
Carey is a native Houstonian who attended Fort Bend Christian Academy and graduated Magna Cum Laude with a B.B.A. from Houston Baptist University, where he double majored in finance and business administration. He received his Certified Financial Planner (CFP®) designation in 2007 after course study at Rice University in Houston.