Tim Uihlein, CFP®, MBA

Insurance, Estate Planning, Cash Flow Optimization

Tim Uihlein, CFP®, MBA

Partner and Financial Advisor/Senior Wealth Manager

Hi, I’m Tim Uihlein, a Partner and Financial Advisor/Senior Wealth Manager at Vincere Wealth Management. I graduated from the University of Richmond and DePaul University with my Undergraduate and Graduate degrees, respectively, the latter an MBA in Behavioral Finance.‍

My passion to help people began outside the financial services industry as a teaching assistant during my undergraduate years and then as a high school Spanish teacher after graduation.‍

Following my career in education, I’ve gained experience working for a bank-owned broker-dealer, an insurance-owned broker-dealer, a discount broker-dealer, and an independent Registered Investment Advisor. I achieved my CERTIFIED FINANCIAL PLANNER™ designation in 2018.‍

I knew that I wanted to work with both Josh and Isaiah because they share my vision that client success is advisor success.‍

Away from work, you can find me with my wife, Megan, and sons, Max and Jack. We enjoy traveling and spending time with friends and family. When it comes to sports, having grown up in Wisconsin, it’s Green Bay Packers all day, every day.

Favorite Quote:

"If you want to go fast, go alone. If you want to go far, go together. " African Proverb

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Tim Uihlein, CFP®, MBA

Insurance, Estate Planning, Cash Flow Optimization
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Your Money. Your Life.

Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.

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