Our Team
Kim Lee Kenawell-Hoffecker, MSFS, AWMA®, CDFA®, CRPC®
Founder & Chief Executive Officer, Senior Wealth Advisor, Collaborative Divorce Financial Professional, Mediator
Wade A. Hoffman
Founder & Chief Compliance Officer
Steven B. Thompson
Chief Operating Officer, Family Wealth Advisor
Jana M. Thompson
Client Experience Manager
Bethany M. Serdar
Client Experience Associate
Tania J. Brungard
Client Experience Associate
