In this episode, Beyond The Deal interviewed Kim Lee Kenawell, founder and CEO of Avantra Family Wealth.
Kim has spent many years working in wealth management and as an EMS professional, and is often with people on their worst days. Kim values the relationships and trust that she builds with her clients, and offers a boutique approach to wealth management.
Tune in to this episode to hear more about Kim’s journey, her EMS experience, and the wealth management insights that she shares.
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