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Avantra Family Wealth

Providing a holistic approach to multi-generational wealth planning.

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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

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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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