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About Kathy

When you need the expertise of a daily money manager, get in touch with Hall Financial Services in Bluffton, South Carolina. As a certified DMM, I have been in business for more than 4 years. I also have more than 40 years of financial and accounting experience, including as a vice-president for finance at IBM. 

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When you need the expertise of a daily money manager, get in touch with me at Hall Financial Services in Bluffton, South Carolina. I have more than 35 years of financial and accounting experience, and was a vice-president of finance at IBM. I am a Certified Management Accountant and Certified in Financial Management, and hold a degree in accounting and an MBA in finance. I am a member of the American Association of Daily Money Managers and the Institute of Management Accountants.

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I got into daily money management after my Dad died and my Mom needed help with financial, medical and legal updates and again when my Mom had surgery and spent several months in a rehabilitation facility. This led to offering Daily Money Management services to my friends and fellow church members.


I have volunteered for various professional, civic, and church activities, including teaching children’s Sunday school,  serving as church treasurer and leading an adult education course on the Biblical foundation for personal money management. My other previous volunteer experiences include being a board member for the local chapter of the Institute of  Management Accountants, board member for a private non-profit library association, and board president for a professional non-profit theater group.

My Professional Certifications

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