Brian Carlson is the Managing Director at Northwestern Mutuals West Des Moines office and the founder of RockWise Wealth Partners. With a background in Finance from The University of Iowa, he focuses on building strong relationships and crafting comprehensive financial plans tailored to his clients goals.
Brian is actively involved in his community, notably by hosting an annual charity golf invitational to benefit Alex’s Lemonade Stand, a foundation dedicated to fighting childhood cancer. He brings together colleagues and clients for this cause.
He recently merged practices with Jessica Carlson to form RockWise Wealth Partners, operating under the vision, "Two practices. One vision. One family."
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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