Tim O’Brien
Senior Vice President, Financial Advisor
CFA®
Contact Tim
Team Office
Tim’s Locations
Madison, WI 53717 (608) 824-8600
Tampa, FL 33602 (813) 692-6606
About Tim
Tim provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies designed to preserve assets, plan for retirement, and fund education. Tim works with individual and business clients to establish their financial goals and objectives. He then creates and manages portfolios to help meet those goals. Tim joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition.
When he’s not working, Tim likes to spend time with his wife Gabrielle and his adult children Tim, Doyle, Jessie & Billy. His family loves competing on the golf course, tennis, and paddle tennis courts. Tim is also a retired Colonel from the United States Air Force and Wisconsin Air National Guard where he flew both the F-16 fighter jet and A-10 attack jet. He still enjoys flying.
Education
- BA, University of Notre Dame
- MA, Webster University
- MBA, University of Chicago
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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