Cassie Brown joined The Trust Company 17 days before offices closed due to the pandemic in 2020. It was her introduction to how prepared and flexible The Trust Company was in the face of upheaval, and the firm’s introduction to how Cassie uses every situation as an opportunity to grow and learn.
The Trust Company of Tennessee
“Cassie lives the growth mindset,” said Jack Davidson, CFP®, CPA, and chief strategy officer for The Trust Company. “She notes things that others say that intrigue her and she’ll research on her own accord.”
In four years with the company, she’s been promoted three times, most recently to administrative services manager. Cassie is the hands-on trainer for all new client service associates (CSAs) and assists with tactical projects.
She gets great satisfaction in training, especially when she can see the moment when there’s a breakthrough. “Cassie is thoughtful and patient,” Jack said. “She considers how others learn and communicates in a way to make their experience the most impactful. She enjoys seeing success in others and lightbulbs clicking on. Her passion is contagious.”
Cassie notes that every team member has a unique lens for delivering on the client promise to help others live confidently. Backgrounds such as growing up in a family that mismanaged money; didn’t have a lot of money; or had plenty of money and managed it responsibly impacts their “why” for being in this field. “My promise is to use my strengths to make others’ lives easier,” Cassie shares. “I understand emotions and numbers, and I get to utilize both of those in my position.”
Another goal is to make processes more efficient, and she’s made an impact through creating forms, templates, checklists and more for an array of uses. “Sometimes it’s like working a puzzle backwards,” Cassie said. “Hearing from my colleagues that the tools I create make their lives easier is so rewarding.”
In the community, she volunteers with PJ Parkinson’s Support, inspired by her father who has Parkinson’s. Her background as a trainer for Space Camp in Huntsville, Alabama, and her love of working with kids motivates her volunteer work at Muse Knoxville. “I get a lot of skills from them,” Cassie said. “There’s nothing like teaching kids to prepare you for working with adults.”
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™). She is a voracious reader, having read 100 books in 2023 (I didn’t think it was that many …”), loves to travel, and is preparing to attend a Formula 1 race this season. She and her husband, Josh, have two cats, Tippy and Bambino.