About Us 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 Beth J. Blanchfield Client Experience Concierge