Katelyn joined the team in 2017 as an administrative assistant. As an assistant to Tim, Katelyn updates the client’s files as well as prepares documents for clients servicing calls. Katelyn is also the liaison between the firm and underwriting departments. Katelyn also assists with application processing for life insurance, long term care, disability insurance, investments and IRA's. Katelyn ensures that client requests and processing are done in a timely manner between all underwriting departments. She holds her life and health state licenses.