Brian Cross CFP®RICP®
Login to view DISC.Brian Cross is a Wealth Management Advisor and Partner at Charter Wealth Strategies with Northwestern Mutual. As a CERTIFIED FINANCIAL PLANNER™ professional and graduate of Central Michigan University, he helps clients identify their financial security needs and implement solutions to achieve their goals.
Prior to his career in finance, Brian spent over a decade in the health and wellness industry. He progressed from a Certified Personal Trainer to a Regional Director at Life Time, indicating a long-standing passion for personal development and well-being.
Unique fact: Brian made a significant career transition, moving from a leadership role in the fitness industry to becoming a partner at a wealth management firm.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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