Kim Cornwell, CFP®, CRPC®, ChFC®
Vice President - Certified Financial Planner ™
Over 20 years experience

Ms. Cornwell joined The Trust Company in 2007 to lead the financial planning practice.  She is responsible for the comprehensive financial planning program for clients and businesses in the areas of retirement, asset allocation and investments, employee benefits, risk management, taxation, estate and education.   

Most recently, Ms. Cornwell worked for USAA as a Director in the Financial Advice Center and was also responsible for developing and training specialized retirement teams.  During her career she has established retirement plans for organizations and individuals, including 401(k), 403(b), 501(c)3 and 457 plans and has developed and presented financial seminars and workshops for individuals, employees and executives.   

Ms. Cornwell has more than 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ practitioner.  She obtained a Bachelor of Business Administration from Texas Tech University and also holds multiple securities licenses, including FINRA Series 7, 63, 65 and 24, as well as a Texas General Lines Life, Accident, Health and HMO license. 

Ms. Cornwell is currently the Program Director for the San Antonio and South Texas Chapter of the Financial Planning Association and she is also a member of the San Antonio Estate Planners Council.