MEET THE TEAM
Senior Financial Advisor
“I want to make it easy for my clients to plan, implement and execute. By making it simple you open the realm of possibilities in people’s lives to do things that they didn’t think they could do”Dimitri Uhlik
Before joining Better Money Decisions, Dimitri M. Uhlik spent two decades in the financial services and banking industry. As a Manager-Portfolio Consultant for Charles Schwab Private Client Investment Advisory, Dimitri managed a practice of over $270 million in client assets.
In addition to his duties as a Portfolio Consultant, Dimitri held leadership roles within various investment panels at Schwab. He served as a liaison to educate clients about practical application of quantitative equity methodologies and investment strategies.
More recently, he served as Chief Operations Officer at Basilica Wealth Management.
Dimitri has expertise in global investing, monetary policy and macro-economic and political analysis. He is a graduate of Arizona State University, where he majored in Political Science and minored in International Business. He also studied abroad, focusing on Political Economic Transformation at Charles University in Prague. Dimitri is fluent in the Czech language.
At Better Money Decisions, Dimitri’s work is driven by his clients’ goals and objectives.
“At the end of every day, if I’m able to move a client closer to their financial goal, it’s extremely gratifying when they say, ‘Thank you. I couldn’t have done it without you.’ That’s why I do what I do,” he says.
Dimitri is passionate about client education, and making the investment and planning processes accessible.
“There are so many moving parts. Making it simple, understandable, and executable – that’s what I do. I love working with people. I’ve built some lifelong relationships. Because once a client reaches one goal, there’s always another goal to hit,: Dimitri says.
“I want to make it easy for my clients to plan, implement and execute. By making it simple you open the realm of possibilities in people’s lives to do things that they didn’t think they could do,” he adds.
Dimitri holds the AAMS® (Accredited Asset Management Specialist) designation. He has volunteered as a teacher for Junior Achievement, a nonprofit organization dedicated to educating young people on how to develop the skills they need to experience the realities and opportunities of work and entrepreneurship in the 21st-century global marketplace.
Dimitri lives in Scottsdale with his wife and two children and enjoys spending time with them. He also collects antiques from the Belle Epoque era and loves to travel to Europe frequently to visit friends and family.
DIMITRI’S MONEY MISTAKE: Loaning $5,000 to a friend to pay for a trip to the Greek isles, and was never paid back.
DIMITRI’S BETTER MONEY DECISION: Purchased a rental property that generated enough income to cover the mortgage – even during the market crash!
Better Money Decisions ADV / 844-507-0961
Better Money Decisions, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration.
Better Money Decisions, LLC, is currently registered in the State of New Mexico.