Patti Smith


MCM Partner


Patti Smith is a Partner and Employee Benefit Services Team Leader at MCM CPAs & Advisors.

Patti is a native of Lebanon, Kentucky and has more than 30 years of experience providing third-party administration, advisory and audit services to employee benefit plans. Her dedication to the development and growth of MCM’s Employee Benefit Services (EBS) Group has propelled the team into one of this region’s leading EB audit and consulting service providers. As the EBS Team leader, she has managed third-party administration and audit services for over 300 retirement, welfare, and fringe benefit plans for clients across a wide range of industries. Patti is a frequent guest speaker and lecturer on the relevant issues facing business leaders in today’s economy. Clients rely on Patti to assist them in selecting and implementing their benefit plans. Her unique talent of serving as an effective client liaison for audit issues involving the Department of Labor and Internal Revenue Service has delivered solid results for her clients.

Ask me about:
  • What are the most common pitfalls of administering a retirement plan?
  • As a Plan Sponsor, just what are my responsibilities?

  • Bachelor of Science, Accounting, University of Kentucky, Lexington, Kentucky
Registrations & Licenses
  • Certified Public Accountant (CPA)
  • AICPA Advanced Defined Contribution Plans Audit Certification
Professional Affiliations & Community Involvement
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Kentucky Society of Certified Public Accountants (KyCPA)
  • Louisville Employee Benefits Council
  • YMCA of Greater Louisville
  • Kentucky Special Olympics


Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures