Tim began his career in 1996, primarily focusing on individual retirement and wealth planning. Over time, he saw a need for small to mid-sized businesses and their employees to gain a better understanding of their retirement plans. He specifically saw an opportunity to help employers offer their plan participants measurable differences.
In 1999, Tim established Troutman & Associates, Inc. to focus on 2 key areas: First, assist employers to implement best practices for their retirement plans; and second, enhance participant and individual retirement outcomes through education, wealth planning and estate planning.
A limited partner of United Planners Financial Services and Registered Representative offering securities and advisory services through United Planners, Tim holds the Accredited Investment Fiduciary® (AIF®) designation and multiple securities licenses.
Married to his wife Jennifer since 1996, Tim is the proud father of three beautiful daughters. The Troutmans are currently a Safe Family with Safe Families for Children. In his free time, Tim is actively involved with his church and his children’s school serving on numerous committees.