Tim began his career in 1996, focusing on individual wealth and retirement planning. After a short while, Tim recognized the need for small to mid-sized businesses and their employees to obtain a better understanding of how to best utilize their corporate retirement plans. Specifically, Tim realized the important role employer-sponsored retirement plans have in wealth creation and retirement planning.
In 1999, Tim established Troutman & Associates, Inc. to focus on 2 key areas that remain critical today: Individual wealth planning and assisting employers by implementing and maintaining best practices for their retirement plans.
Tim heads our Wealth Management practice and sits on our firm’s Investment Committee assisting with our client wealth portfolios.
Tim holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies and the Qualified Plan Financial Consultant (QPFC) designation from the National Association of Plan Advisors (NAPA).
Tim is a limited partner of United Planners Financial Services and Registered Representative offering securities and advisory services through United Planners.
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 schools serving on numerous committees.