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...

Pete has been specializing in Qualified Plan consulting for the past twelve years. He assists plan sponsors in navigating the complex world of retirement plans. He believes his work with plan sponsors directly correlates to positively...

Katelyn is Troutman & Associates’ senior office manager and director of client services. As well as managing our day-to-day operations, she works closely with clients and advisors to ensure a healthy and ongoing partnership.

Katelyn joined Troutman & Associates in 2015. Prior to her new-found home, Katelyn worked in the banking industry specializing in client services and relationships.

In Katelyn’s spare time, she enjoys traveling, sampling local cuisine and spending time with her family, which now includes her two adorable nieces.

Diane is a part-time administrative assistant with Troutman & Associates.  She provides support where needed as well as handling the office bookkeeping and IT solutions.

Prior to joining the office in the fall of 2010, Diane worked in compliance at a manufacturing firm as well as spending many years in various aspects of the food service industry.

Diane and her husband enjoy spending time with their 3 children and 2-year-old grandson.

Angelika joined Troutman & Associates in 2018 as an administrative assistant.

Prior to starting her new career path, Angelika was in the insurance industry working with clients and managing daily office operations.

In her spare time, Angelika loves traveling, cooking and teaching her puppy Rex new tricks.