Kim M. Smalley

Executive Assistant and Coordinator of Retirement Planning Services

Kim has been with Cornerstone since 2000 and has over 35 years of administrative experience. She serves as an Executive Assistant and Coordinator of Retirement Planning Services, providing administrative support to multiple consultants, as well as the Retirement Planning and Participant Services teams.

Highly detail-oriented, Kim plays an integral role in coordinating schedules, preparing meeting materials, and supporting day-to-day operations. She is known for her ability to manage competing priorities, anticipate needs, and maintain clear communication across teams and with clients. Through her proactive support and consistent attention to detail, Kim helps ensure consultants and team members are well-prepared and able to focus on delivering exceptional service. She is also a member of Cornerstone’s Risk Committee.

Kim has received an A.A.S in Business Administration from Allentown Business School. Kim resides in Northampton with her two children. In her free time, she enjoys spending time outdoors, kayaking, fishing with her children, and beautifying her backyard oasis. She also volunteers for Wreaths Across America.

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