Kolby C. Skidmore

Kolby C. Skidmore

Senior Client Service Associate

At Capital Planning

Kolby joined Capital Planning in 2023 with 8 years experience in Client Service and Operations. She brings a friendly smile to the client service department, in-depth knowledge working with custodians, client account paperwork, and move money needs. Kolby's attention to detail and problem solving skills provide quick response time for client inquiries and support to the advisors and team associates she works with.

Practice Focus

  • Complex Custodian Research
  • New Account Processing
  • Distributions & Contributions
  • DocuSign Form Processing
  • Service Monitoring

Previous Roles & Adventures

Client Service Associate / Operations – Knoxville, TN
Insurance Account Representative - Dallas, TX
Human Resource Assistant – Franklin, TN

Education & Designations

  • BS in Communication Studies - University of Tennessee

When Not at Work

You can find Kolby enjoying anything outdoors on a daily basis. She also loves her "boys" Miles, a chocolate lab, that she walks in the Great Smoky Mountains and her horse, Tahoe. As an avid Tennessee football fan and alumna of the University of Tennessee, Kolby's cheers and enthusiasm can be heard for miles!