KEVIN MITCHELL, FINANCIAL PLANNER, PARTNER

Kevin Mitchell meets clients at the intersection of life and money. His practice is dedicated to helping business owners, executives and retirees solve their most complex financial challenges. Kevin began practicing in 2010, joined TrustCore in 2013 and became a Partner in 2020. Kevin and his team have developed a process that helps clients navigate some of life’s most difficult transitions. The outcome of this process is a dynamic and fluid plan that empowers clients to live the life they desire. Kevin has spent his career helping clients better understand their perceptions of money, and seeks to help them understand how to make their resources work for them, not the other way around. Kevin holds a BBA in Finance from the University of Mississippi and is a Certified Financial Planner™ practitioner. Passionate about the financial planning profession, Kevin serves as President of the Financial Planning Association of Middle Tennessee. He also serves as Trustee to Goodwill Industries of Middle Tennessee, helping oversee the management of their Trust assets. LICENSES & CERTIFICATIONS: CERTIFIED FINANCIAL PLANNER™ practitioner, CFP® Licensed Insurance Agent

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