Kasey Gartner in

Kasey Gartner

Questioner · DISC type c
Wealth Management Advisor at Northwestern Mutual
📍 Atlanta, Georgia, United States

Kasey Gartner is the Founder and CEO of Iron Wealth Advisors, specializing in holistic financial planning for busy professionals. A University of Georgia graduate, she has been recognized by Forbes as a Top Financial Security Professional. She previously served as a Wealth Management Advisor with Northwestern Mutual.

Based in Atlanta, Kasey is a mother who is passionate about building her business around her life. Drawing from her own experiences, she is a strong advocate for womens advancement and participated in the Terry Womens Initiative conference at her alma mater to empower female students.

Unique fact: Kaseys mantra is to spend time doing what you love and are good at, and to outsource the rest.

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Experience
22 Years
Current Role
Wealth Management Advisor
Location
Atlanta, Georgia, United States
Personality Overview

How Kasey shows up

Price-Sensitive
Value Seeker
Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.

Priorities

Topics Kasey cares about

Holistic Financial Planning
Her practice focuses on providing comprehensive, holistic financial planning for busy professionals and business owners, as stated in multiple interviews.
Female Entrepreneurship
She launched her own practice and speaks openly about her journey of building a business as a single mother.
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Career

Work history

8-2003
Wealth Management Advisor
Northwestern Mutual
8-2003 - 8-2012
Associate Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Business Administration (BBA)
University of Georgia - Terry College of Business
2008 - 2009
Master of Business Administration (M.B.A.)
Georgia State University - J. Mack Robinson College of Business
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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