patti smith mcm

Patti Smith


Partner, Employee Benefit Services Team Leader


Patti’s dedication to the development and growth of MCM’s Employee Benefit Services Group has propelled the team into the leading EB audit and tax consulting service provider in the region. As the Employee Benefit Services Team leader, she has managed third-party administration and assurance 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. In total, she has more than 30 years experience in the field of audit, tax, and accounting engagements related to employee benefits.


Education and Certifications
  • University of Kentucky – Bachelor of Science, Accounting
  • Certified Public Accountant (CPA)
  • AICPA Advanced Defined Contribution Plans Audit Certification
Professional and Community Associations
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Kentucky Society of Certified Public Accountants (KyCPA)
  • Louisville Employee Benefits Council

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