Codi’s drive to make processes more efficient and effective benefits both clients and team members. She leads the Retirement Plan Services Committee, focusing on keeping current on regulations, making technology enhancements and creating efficiency within company operations. She has extensive experience in retirement plan recordkeeping She holds the Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals …
Lindsay’s gifts of communication and strategy are the driving force behind The Trust Company of Tennessee’s marketing, public relations and advertising campaigns. By tailoring our messages, she strives to enhance our clients’ experiences and support business development. She manages our generous community investment budget and aims to make an impact with each contribution, thereby establishing a strong presence for the …
Adam oversees the client facing retirement plan team and leads the Retirement Plan Services Committee, which enables clients to stay current on regulations, enhances the final product to plan sponsors and participants, and creates efficiency within our operations for more than 200 plans. He also serves on the firm’s Investment Committee. Education & Certifications Adam has worked in the financial …
Libby designs business solutions, helping The Trust Company of Tennessee reach its client experience, growth and organizational health goals. She works strategically to integrate systems and build workflows that positively impact both clients and internal team members. She takes great pride in building long-term solutions that move the company forward. Libby utilizes her institutional knowledge and big-picture thinking by serving …
Matt specializes in working with physicians and university professionals who often have complex savings plans and financial planning needs. Utilizing The Trust Company’s team of experts, Matt’s clients benefit from a spectrum of financial and planning services, such as financial and estate planning, charitable giving and tax strategies. He joined The Trust Company of Tennessee in 2017 and leads the …
Zach provides holistic services to his clients, including budgeting and financial planning, portfolio management, retirement planning, tax strategies and estate planning. He earned a bachelor’s degree from Western Carolina University and a master’s degree from the University of Georgia. He holds the Accredited Investment Fiduciary (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP ®). His volunteer activities and board …
Kassandra excels at the relationship and financial expertise sides of trust management and is dedicated to helping clients reach their financial goals. Education & Certifications She earned a bachelor’s degree from Southern Illinois University and holds both Certified Trust and Financial Advisor (CTFA) and Certified Retirement Counselor (CRC®) designations. Community Involvement In the community, Kassandra has served as president and …
Kathryn focuses primarily on trust and estate matters, partnering with client service teams to administer trusts and estates. She coordinates with clients and their outside advisors during the estate planning process to help clients establish plans that accomplish their goals. She works with the tax department to strategize the best way to set up each trust and estate tax return. …
Grant brings decades of professional experience in banking, financial planning and wealth management to serve The Trust Company of Tennessee clients. He has led successful wealth management teams and forged strong relationships across a myriad of business functions and industries. Education & Certifications A graduate of Florida International University, Grant holds a bachelor’s degree in business. He also has completed …
Cassie works with our client service and leads our Administrative Services Team to ensure delivery of efficient, high-quality customer service. Education & Certifications She earned a bachelor’s degree in business management and collateral in entrepreneurship from The University of Tennessee and is a Financial Paraplanner Qualified Professional (FPQP™).
