Contact Information

raili@mosaicwealth.com

Raili Carter

Financial Planning Associate

“Seeing isn’t believing, believing is seeing.” — The Santa Clause

As a Financial Planning Associate, Raili works closely with our wealth advisors to create comprehensive financial projections for Mosaic’s clientele. She builds unique financial plans for clients to ensure their finances are managed well in order to fund what is most significant to their family.

A graduate from the University of Denver Daniel’s College of Business, with a double major in Finance and Marketing, Raili discovered her love for finance while serving as the Vice President of Finance for the Iota Xi chapter of Alpha Phi. Raili later took on another leadership role, serving as VP of Membership Recruitment to help grow the chapter and foster meaningful relationships. She also was a key contributor for the student run investment portfolio, the Reiman Fund, and was selected to travel to New York for DU’s “An Organized Walk Down Wall Street” class for undergrad and graduate students. As if her extracurricular calendar was not full enough, she interned with Mosaic for two years and quickly realized that she wanted to join our team after graduation.

As a Denver native, Raili grew up spending her weekends skiing in the Rocky Mountains with her family and spent lots of time in the pool as a swimmer. Her passion for swimming transitioned to coaching and working individually with kids to teach them the importance of water safety. Raili is excited to work with a company whose core values align with her own.