Advisor Spotlight

Kim Kenawell-Hoffecker

Our Advisor Spotlight series features casual, interview style conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans. This Spotlight features Kim Kenawell-Hoffecker, Founding Partner at Avantra Family Wealth.


Key Takeaways

  • How to differentiate your firm by establishing more meaningful client relationships that bridge generations.
  • Creative ways to incorporate Life & Legacy Planning into advisor workflows.
  • Effectively introducing Everplans to your clients.

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About the Speaker

Kim Kenawell-Hoffecker
Founding Partner at Avantra Family Wealth

Kim and the rest of the team at Avantra are dedicated to working with individuals and families looking for a committed partner to help them identify, articulate, and achieve their financial investment goals.

Prior to founding Avantra Family Wealth in 2017, Kim worked at Merrill Lynch since 1996. Additionally, Kim specializes in divorce financial planning and is a collaborative divorce professional.

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Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

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