Paul works primarily with retirement plan participants, many of whom establish personal accounts long before retirement and continue to work with Paul in their retirement years. His primary clients include physicians, attorneys and other professionals. Education & Experience He earned a bachelor’s degree in finance from Loras College and has decades of trust and investment management experience, specializing in retirement …
Kate supports our team of Retirement Plan Services relationship managers so they can focus on helping our clients achieve financial success.
Pam completes compliance plan testing, determines allocations, works with outside auditors and completes various governmental forms. Certifications She is certified by the American Society of Pension Professionals & Actuaries (ASPPA) as a Qualified 401(k) Administrator (QKA®).
Lauren keeps retirement plans in compliance with the Internal Revenue Service and U.S. Department of Labor regulations. Certifications She is certified by the American Society of Pension Professionals & Actuaries (ASPPA) as a Qualified 401(k) Administrator (QKA®).
Nicole works to help put the right people in the right positions to best serve teams, team members and clients. Education, Certifications & Experience She earned a bachelor’s degree in human resource management and information management from The University of Tennessee, where she marched with the Pride of the Southland Band as a piccolo player. She is a certified professional …
Helping personal trust clients in any way possible is Jill’s favorite part of her job. She partners with our trusts team to meet and exceed clients’ individual needs. Certifications & Experience Jill holds the Financial Paraplanner Qualified Professional (FPQP™) designation and has been with The Trust Company of Tennessee since 2009.
Samantha works with companies and organizations to manage their retirement plans through plan design and employee education. Education & Community Involvement Samantha earned a bachelor’s degree from The University of Tennessee. Previously, she served as a United Way Loaned Executive and on the Allocations committee.
Jake is committed to The Trust Company of Tennessee’s overall mission to help clients reach their financial goals and has experience in business development and investor relations. Education He earned a bachelor’s degree in finance, summa cum laude, from Austin Peay State University, where he played tennis, and a master’s degree in financial planning from the University of Georgia. Community …
Joe’s contributes attention to detail and a strong collaborative spirit to help his team meet client needs. Education He earned a bachelor’s degree from Boston College and a Juris Doctor from The University of Tennessee.
