Accountant and Office Administrator

​

Kathy Smith serves as the Client Services Administrator and Accountant for the firm. As the firm’s bookkeeper, Kathy brings 27+ years of accounting experience to the table.  Her contribution to our team and clientele is not limited to bookkeeping as she is trained and experienced in estate planning, probate, trust accounting, tax preparation, business law and office administration.  When not working, Kathy enjoys spending time with her 3 children and their families.

​