Tim began his career in 1996, focusing on individual wealth and retirement planning. Shortly after, he recognized a need for businesses and their employees to gain a better understanding of how to best utilize their corporate retirement plans. More specifically, the important role employer-sponsored retirement plans have in wealth creation and retirement planning. In 1999, Tim established Troutman & Associates, Inc. to focus on two key areas that remain critical today: Individual wealth planning and assisting employers with their retirement plans by implementing and maintaining best practices. Currently, Tim heads our Wealth Management practice and sits on our firm’s Investment Committee assisting with our client wealth portfolios.
Tim recently completed his Masters of Science degree in Personal Financial Planning with a focus in Behavioral Finance. Tim holds designations of Master Planner Advanced Studies (MPAS®), Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning, as well as the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. He is a limited partner of United Planners Financial Services and a Registered Representative offering securities and advisory services through United Planners.
Tim has been married to his wife Jennifer since 1996, and is the proud father of three daughters. The Troutmans are actively involved in their community, serving on numerous committees and boards. In their free time, you’ll find them on the water enjoying watersports or traveling to warm places.