Our Team
Kim Lee Kenawell-Hoffecker, MSFS, AWMA®, CDFA®, CRPC®
Founding Partner, Senior Family Wealth Advisor
Wade A. Hoffman
Partner, Chief Compliance Officer
Steven B. Thompson
Partner, Family Wealth Advisor
Jana M. Thompson
Client Experience Manager
Bethany M. Serdar
Client Experience Associate
Tania J. Brungard
Client Experience Associate
