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Kim Smith

Director of Business Operations


Kim Smith graduated from Mississippi College in 1990 and received her Bachelor of Science Degree in Business Administration. She has over 23 years of experience in the insurance and investment industry. She began her career with Blue Cross Blue Shield of Mississippi in 1991. Her responsibilities were handling customer service issues, as well as, membership services.

In 1999 she joined Mardis Financial as an Account Representative and Personal Assistant to Todd Mardis. She currently is the head of the Ameritas New Business at Capital Preservation Services. Her responsibilities include all aspects of the underwriting process and advance planning illustrations.

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