Pete joined Troutman & Associates in 2013. Formerly an accountant, Pete transitioned to specializing in Qualified Plan consulting starting in 2001. Today, he assists plan sponsors in navigating the complex world of retirement plans. He believes his work with plan sponsors directly correlates to positively affecting employees’ retirement outcomes.
Pete is a partner in the firm and heads our Qualified Plan practice. Pete also sits on our firm’s Investment Committee assisting our Portfolio Management team as it relates to our client wealth portfolios.
Pete holds 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).
Pete is a Registered Representative of United Planners Financial Services.
Pete and his wife Chris are enjoying life as empty nesters, having raised two great children. They keep busy re-discovering their second childhood, embarrassing their kids, traveling and playing with their two Portuguese Water Dogs.