Kimberly J. Smith
Kim joined the firm in 2017 and is our Client Intake Coordinator. Kim has over 20 years of experience maintaining strong customer relationships in the banking, governmental, and private legal sectors.
As the first point of contact with our firm, Kim understands the importance of establishing genuine relationships, ensuring a smooth flow of communication, and contributing each day to the firm’s mission. She also assists in gathering information from our clients, facilitating client estate plan review meetings, document preparation, as well as maintaining our clients’ physical and digital files.
In her free time, Kim has a love and passion for horses.