Wealth Advisor

Cody Carlson

Cody Carlson is a wealth advisor at RWA Wealth Partners based in Chicago. In his role, Cody provides comprehensive and customized wealth plans to clients. He works in close collaboration with our investment team, tax professionals and estate planners to help clients achieve their unique long-term goals.

Prior to joining the firm in 2022, Cody spent more than five years at Fidelity Investments, where he was a relationship manager and most recently a financial consultant. In these roles, he created and implemented financial plans and deepened client relationships.

Cody graduated from Eastern Illinois University, where he earned a B.S. in finance. Cody obtained his CERTIFIED FINANCIAL PLANNER^® certification in 2022.

In his free time, Cody enjoys trail running, archery, fishing, and spending time with his friends and family. He was born and raised in the Chicagoland area, where he currently resides.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

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Wealth Advisor

Laura Hearn

Laura Hearn serves as a wealth advisor at RWA Wealth Partners. In her role, Laura meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using her expertise to analyze each client’s financial picture through a holistic framework, Laura assesses specific needs and designs plans for their near- and long-term time horizon.

Laura graduated with a B.S. in economics from the University of Illinois Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER^® professional and has obtained the Certified Private Wealth Advisor^® (CPWA^®) certification through the University of Chicago Booth School of Business.

Always up for an adventure, Laura is an avid world traveler. She has slept in a tent in the Okavango Delta in Botswana, dived with sharks off the coast of South Africa and steered a dog sled in Arctic Finland. When not working, Laura loves exploring urban Chicago on walks with her dog, Ruthie, and spending time with her large extended family. She also enjoys art and interior design.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

More