An individual’s approach to money can vary wildly from intimidated to interested to involved – and all levels in between. A great financial partner learns where all clients fall individually, then meets them where they are.
The Trust Company of Tennessee
That’s central to Vice President and Trust Officer Kim Cochrane’s client philosophy. “I can only do my work if I understand the client,” she shared. “I must develop a relationship to help them move forward, which includes creating a comfort level to discuss highly confidential matters.”
In her 23 years at The Trust Company of Tennessee, she has helped countless clients identify and achieve their unique financial goals. Kim had a background in psychology before pursuing accounting, and she said both disciplines come in handy. “The relationship part often exceeds the numbers when you want to truly help people feel secure and empowered by finances.”
Her empathy is crucial in her work with special needs trusts, creating financial solutions to allow those with special needs to also access other benefits. “I’m a mother and grandmother and that could be me, so what drives me is to think about what I would want someone to do to help me and then do it,” Kim shared.
At the end of this year, Kim is retiring. She’s working diligently to identify and transition these relationships, considering client personalities and needs, to make it as seamless as possible.
With retirement on the horizon, Kim is excited to spend more time with her family, including her two daughters, son and three grandchildren. In addition to her workouts and pickleball, she hopes to take photography classes, travel and experiment in her garden.
Vice President of Wealth Management Matt Prince shares, “Kim has always led by example and will leave a legacy as a keen technical problem solver. She’s cultivated meaningful relationships with coworkers and clients, who she has served like family.”
Kim agrees that these 23 years have created a family. “We’ve experienced so much together, and I wish my clients and colleagues the best. It’s been more than a job; it’s been a journey.”