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.
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.