Tim Carlin CFP®

Financial Advisor

Tim Carlin is a family-focused and proactive Wealth Advisor who specializes in guiding business owners to exit their companies in a way that creates a secured lifetime income stream and preserves their legacy. As a Certified Financial Planner®, he partners with owners across numerous industries to establish comprehensive short-and long-term succession and monetization plans that earn maximum value. 

Tim brings a strong background in financial planning and business acumen to V Wealth. Most recently, he spent 16 years as a Limited Partner at Edward Jones. Previously, he served as the Director of Franchise Operations for KFC in Kansas, Oklahoma, and North Texas as well as the Director of National Quick Service Operations for Phillips 66. 

A West Point graduate, Tim is a 22-year veteran of the US Army and Kansas National Guard, retiring as a Colonel in 2006. He holds master’s degrees in International Relations from Boston University and Strategic Studies from the US Army War College. He is a Trustee on the Command and General Staff College Foundation and recently served as President of the West Point Association of Graduates for the greater Kansas City metropolitan area. He and his wife Karen support the Kansas City ballet and symphony, KC Pet Project, and organizations helping foster children and the homeless.