Brian LaValle CFP®, CLU®, MBA, RICP®
Login to view DISC.Brian is the CEO and Co-Founder of APEX Wealth Advisors, a part of Northwestern Mutuals Private Client Group. His unique background in electrical engineering and an MBA informs his approach to creating tailored, multi-generational financial roadmaps for high-net-worth families. He has earned both CFP® and CLU® designations.
Outside of his professional life, Brian is a devoted family man. He loves the outdoors and spending time with his family. He grew up in a rural Missouri town where he learned the values of hard work and loyalty.
His background in engineering allows him to think outside the box when tailoring portfolios to each clients unique needs.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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