Tim Vitense

Tim Vitense joined Carlton Investment Services Group in November of 2021 as Vice President and is also a Registered Representative. With more than 14 years of experience in the insurance and financial services industry, Tim brings a depth of knowledge and a strategic approach to wealth management that resonates with high-net-worth individuals, families, and business owners.

Tim provides full-service financial planning designed to help clients preserve and grow wealth efficiently. His areas of expertise include customized financial plan development, investment management, risk mitigation and estate and insurance planning. A key focus of his practice is helping clients create multiple streams of tax-free income in retirement and structuring portfolios to maximize both growth potential and tax efficiency.

He holds his FINRA Series 6, 63, and 65 licenses, along with the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College of Financial Services. Tim is a graduate of Minnesota State University, Mankato, where he earned his degree in finance and developed a passion for guiding clients through complex financial decisions with clarity and confidence.

Tim chose this career because it allows him to have a purposeful impact on the lives of those he serves. His advisory style is collaborative and educational. He works closely with clients to develop strategies that address not just their financial objectives but their broader life goals, making sure that every plan is both intentional and adaptable to changing circumstances.

Outside the office, Tim enjoys spending quality time with his family, including his wife, two children and their French Bulldog, Leo. He is an avid golfer, enjoys soccer, biking, and discovering new restaurants.