About Us

Our Team

Image of Kim Lee Kenawell, Founder & Chief Executive Officer of Avantra Family Wealth.

Kim Lee Kenawell, MSFS, AWMA^®, CDFA^®, CRPC^®

Founder & Chief Executive Officer, Senior Wealth Advisor, Collaborative Divorce Financial Professional, Mediator

Image of Wade A. Hoffman, The founder & chief compliance officer of Avantra Family Wealth.

Wade A. Hoffman

Founder & Chief Compliance Officer

Image of Steven B Thompson, a family wealth advisor at Avantra Family Wealth.

Steven B. Thompson

Chief Operating Officer, Family Wealth Advisor

Image of Jana M. Thompson who manage the day to day activity of Avantra Family Wealth

Jana M. Thompson

Client Experience Manager

Image of Bethany Serdar

Bethany M. Serdar

Client Experience Associate

Image of Trina K. Fisher

Trina K. Fisher

Client Concierge