Kim Smith

Kim Smith brings warmth, energy, and precision to her role as Client Support Manager for our office. She plays a key role in ensuring that every client interaction—whether big or small—is handled with care and follow-through. From managing paperwork and scheduling to making sure no detail slips through the cracks, Kim helps uphold the team's commitment to delivering a planning experience that feels both personal and dependable.

With a keen eye for process and a heart for people, Kim helps keep the wheels turning behind the scenes so that clients feel supported and seen every step of the way.

Outside of work, Kim shares life with her husband, two teenage daughters, and a giant fluffy dog named Barnaby. Her family loves chasing solar eclipses, and she brings that same mix of wonder and good humor to the team. Whether she’s wrangling a packed schedule, a stack of client tasks, or Barnaby trying to join a Zoom call, Kim somehow keeps it all moving with a smile.