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Kathy Smith

Client Service Specialist

Kathy has worked in the financial and corporate world since 2009, maintaining a Tennessee Insurance license. As a Client Service Specialist, she enjoys helping others make quality decisions toward their current and future financial goals. “It is an honor to walk alongside our clients as they plan their financial steps.”

She is an avid sports fan and strongly supports the Farragut, University of Tennessee, and Middle Tennessee State basketball programs. She also enjoys helping with both community and outreach events. In addition, having a passion for hiking and traveling, she has trekked through many National Parks, from the Smoky Mountains to the Grand Tetons.

Family is extremely important to Kathy – she has three grown children, two grandchildren and a golden retriever names “Gus”.