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Avantra Family Wealth

Providing a holistic approach to multi-generational wealth planning.

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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

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AVANTRA FAMILY WEALTH
STERLING CORPORATE CENTER
100 STERLING PARKWAY
SUITE 107
MECHANICSBURG, PENNSYLVANIA 17050-2903
717.276.1501

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