About Us

We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management.

Avantra Family Wealth is an independent, concierge-style multifamily office, dedicated to working with individuals and families looking for a committed partner to help them identify, articulate and achieve their financial and investment goals.

Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel.  To succeed, we act as true fiduciaries, always in the best interest of our clients.

We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives.

Our service-minded team of professionals is fully committed to delivering the highest quality service in fulfilling our clients’ every need.

Avantra helps our clients confidently handle their financial lives – from raising fiscally responsible children to growing investment portfolios, from fulfilling philanthropic dreams to enjoying the life and leisure they deserve.

The Avantra Difference

We distinguish ourselves from the average wealth management firm by offering several distinctive advantages:

Multi-Family Office

We provide a comprehensive array of family office services for clients especially challenged by multi-generational financial issues. The majority of our clients are Baby Boomers, so we have deep experience helping this “sandwich generation” solve for issues such as financing elder care as well as college tuition – without losing sight of individual retirement planning needs.

Focus on emerging wealth

We have also built an expertise in guiding the next generation of high-level wage earners, as they embark on their own journey of discovering how they wish to impact the world in which they live and work.

Concierge Service Focus

Staffed by a service-minded team of professionals, we are fully committed to delivering the highest quality service in fulfilling our clients’ every need. We recognize that a holistic approach to helping simplify each client’s life leads to a better understanding of it, and results in an enhanced ability to help manage and grow that client’s complete financial profile.

Independence

As an independent advisory firm, we are proudly conflict-free, offering truly objective advice, supported by a fee-based arrangement. We are supported by Dynasty Financial Partners and several other key partners, including Schwab Advisor Services, whose aggregated expertise gives Avantra a valuable competitive advantage in sourcing products, platforms and services from across the industry.

Frank R. Collins, Jr., CFP®
Founding Partner,
Senior Family Wealth Advisor

frank_collins@avantrafamilywealth.com
With more than 30 years of industry experience, Frank is a Founding Partner of Avantra Family Wealth.  As a Senior Family Wealth Advisor, he is responsible for overseeing operations, administration, and new business opportunities. Prior to Avantra, Frank was a Market Executive and Director at Merrill Lynch. He was named a top 100 director in 2014 by On Wall Street, a top recruiter at Merrill Lynch in 2011, and a top 25 director at Merrill Lynch in 2004.  He was also named to the Charles E. Merrill Circle in 2001 as an advisor.

Frank earned his Bachelor’s Degree from Vanderbilt University with a double major in English and History. He serves on the Board of Advisors at Hershey Country Club and he and his wife, Mary, support local organizations including the Hershey Symphony, the Associated Friends and Family of Penn State, and the Hershey Food Bank. In his free time, Frank enjoys playing tennis and golf, as well as writing – he is a produced playwright and is currently working on a novel. Frank and Mary have three children and reside in Hummelstown, Pennsylvania.
Kim Lee Kenawell-Hoffecker, MSFS, AWMA®, CDFA®, CRPC®
Founding Partner,
Senior Family Wealth Advisor

kim_kenawell@avantrafamilywealth.com
As a Founding Partner and Senior Family Wealth Advisor with nearly 25 years of experience in financial services, Kim works closely with clients to help them achieve their life goals. She is a Certified Divorce Financial Analyst and focuses on strategically planning collaborative divorces. Kim caters to her clients’ individual goals by building and managing personalized strategies as a specially qualified Portfolio Manager. Prior to Avantra, Kim directed business operations and management for the Harrisburg branch of Merrill Lynch as Resident Director. Previously, she assisted in sales practice management for financial advisory practices in five counties as the Central Pennsylvania Complex Sales Manager.

Kim has a Bachelor of Science in Finance and Master of Science in Financial Services. She was awarded both the Charles E. Merrill and Circle of Excellence awards as a Financial Advisor from 2009 to 2017.  She is a volunteer firefighter/EMT for her local fire department and an executive member/senior peer for the South Central PA Critical Incident Stress Management Team, where she uses her training to counsel emergency workers after critical incidents. She currently lives in Mechanicsburg, Pennsylvania, with her husband and daughter and has three step-children.
Wade A. Hoffman
Partner,
Chief Compliance Officer

wade_hoffman@avantrafamilywealth.com
As a Partner of Avantra Family Wealth, Wade serves as Chief Compliance Officer, responsible for overseeing compliance and sales practices as well as performing operational function reviews. He joined Avantra from Merrill Lynch, where he administered regulatory supervision, complaint reviews and resolutions, client risk review, and branch audit preparations. Previously, Wade worked at Morgan Stanley Smith Barney as a complex risk officer, and at Smith Barney as an operations manager for Citigroup Global Markets.

Wade studied Biology at Shippensburg University and enjoys playing cello, guitar, and keeping his kids active in their music programs. He lives in Camp Hill, Pennsylvania, with his wife and two children.
Steven B. Thompson
Partner,
Family Wealth Advisor

steve_thompson@avantrafamilywealth.com
As a Family Wealth Advisor, Steve helps clients identify and quantify their priorities before working with them to develop personalized strategies to help them achieve their goals. Prior to joining Avantra, Steve was a financial advisor at Merrill Lynch for two years. Previously, he was a Vice President, Administrative Manager for the Central Pennsylvania Complex of Merrill Lynch for eight years. In this position, he was responsible for approximately 150 employees across five offices in the region. Before moving to central Pennsylvania, Steve spent a year as an Associate Administrative Manager for Merrill Lynch in Oklahoma and six years in various roles for Merrill Lynch in Minneapolis, Minnesota.

Steve earned his Bachelor’s Degree in Economics and Theatre from Bucknell University and his Master of Fine Arts Degree in Set Design from the University of Connecticut. After finishing graduate school, he worked in the New York City area as a freelance theatrical set designer and scenic artist. He spends his free time serving on the board and coaching for GoWags Baseball. Steve lives in Enola, Pennsylvania, with his wife and two children.
Sean T. Hoffecker, CFP®
Partner,
Family Wealth Advisor

sean_hoffecker@avantrafamilywealth.com
As a Family Wealth Advisor, Sean takes a consultative approach to wealth management, designing strategies to help clients meet their short- and long-term financial objectives, including retirement income and estate planning services. He excels at working with clients to better understand their financial situation, preferences, and goals to develop strategies truly tailored to each individual’s situation. Sean joined Avantra from Merrill Lynch, where he focused on creating wealth management strategies for high-net-worth individuals and their families.

Sean earned his Bachelor’s of Science from the University of Pittsburgh, focusing his studies on finance and psychology. In 2016, he became a Certified Financial Planner™ in order to better service his clients. Sean is actively involved in his community, primarily volunteering and organizing events for the benefit of the outdoors community. He is an avid rock climber and brings that same passion with him to work day-in and day-out.
Jana M. Thompson
Client Experience Manager
jana_thompson@avantrafamilywealth.com
Jana manages day-to-day activity at Avantra, focused on our clients’ experience and interaction with the firm.  She is responsible for account openings and general client service. Before joining Avantra, Jana worked at Merrill Lynch where she was responsible for client service, relationship building, and account maintenance. She began her career in financial services as a Client Associate for Merrill Lynch in the Minneapolis Complex.  Prior to that, she was the assistant set designer for Paper Mill Playhouse in New Jersey and a set designer for many smaller theatrical shows in the New York area.

Jana received her Bachelor’s Degree in Theatre from the College of St. Benedict in Minnesota and her Master’s Degree in Theatrical Set Design from North Carolina School of the Arts. In her free time, Jana volunteers with her children’s schools and designs sets for a local dance company. You can also catch her at the ball field watching her son play baseball, or at the barn watching her daughter ride horses. She resides in Enola, Pennsylvania, with her husband and two children.
Bethany M. Serdar
Client Experience Associate
bethany_serdar@avantrafamilywealth.com
As a Client Experience Associate, Bethany focuses on servicing our clients, building strong relationships, and facilitating account maintenance. Bethany joined Avantra from Merrill Lynch, where she was responsible for client and account services. Previously, she was a manager and painting instructor at Color Me Mine. During her time at Color Me Mine, she oversaw rebranding efforts and a relocation of the store which resulted in significant growth and stronger customer relations.

Bethany and her husband, Vladan, live in Camp Hill with their two sons, Maxim and Alexander. She is very involved with her sons’ school activities and sports. In her free time, Bethany enjoys painting, music, and traveling with her family.
Tania J. Brungard
Client Experience Associate
tania_brungard@avantrafamilywealth.com
Tania assists the Client Experience team focusing on building client relationships and performing account maintenance. Prior to joining Avantra, Tania developed a strong emphasis on client service within her career. She was an automobile insurance claim rep for a large national insurer, where she was responsible for medical investigation and litigation. Most recently, Tania has been active in the direct marketing sales industry, building and training a large team.  She also teaches piano and strings privately.

Tania has lived in the central Pennsylvania area most of her life and currently lives with her husband, two children, and dog, in the close-knit community of Camp Hill Borough, where she enjoys spending time with her neighbors and is involved in various community improvement organizations. In her spare time, Tania enjoys playing viola in her church orchestra and various community ensembles.
Beth J. Blanchfield
Client Experience Concierge
beth_blanchfield@avantrafamilywealth.com
As a Client Experience Concierge, Beth’s attention to detail and love of people contributes to striving to provide the very best experience possible. She joined Avantra from Merrill Lynch, where she was responsible for event management and a wide variety of other organizational and service tasks. Before event planning and concierge services, her work experience includes extensive work with underprivileged and foster children and staging homes to prepare the home for the market.

Beth graduated from the University of Tennessee with a Bachelor of Science in Social Work. She lives in Camp Hill, Pennsylvania, with her husband and has two children and two grandchildren.
Frank R. Collins, Jr., CFP®
Founding Partner,
Senior Family Wealth Advisor

frank_collins@avantrafamilywealth.com
With more than 30 years of industry experience, Frank is a Founding Partner of Avantra Family Wealth.  As a Senior Family Wealth Advisor, he is responsible for overseeing operations, administration, and new business opportunities. Prior to Avantra, Frank was a Market Executive and Director at Merrill Lynch. He was named a top 100 director in 2014 by On Wall Street, a top recruiter at Merrill Lynch in 2011, and a top 25 director at Merrill Lynch in 2004.  He was also named to the Charles E. Merrill Circle in 2001 as an advisor.

Frank earned his Bachelor’s Degree from Vanderbilt University with a double major in English and History. He serves on the Board of Advisors at Hershey Country Club and he and his wife, Mary, support local organizations including the Hershey Symphony, the Associated Friends and Family of Penn State, and the Hershey Food Bank. In his free time, Frank enjoys playing tennis and golf, as well as writing – he is a produced playwright and is currently working on a novel. Frank and Mary have three children and reside in Hummelstown, Pennsylvania.
Kim Lee Kenawell-Hoffecker, MSFS, AWMA®, CDFA®, CRPC®
Founding Partner,
Senior Family Wealth Advisor

kim_kenawell@avantrafamilywealth.com
As a Founding Partner and Senior Family Wealth Advisor with nearly 25 years of experience in financial services, Kim works closely with clients to help them achieve their life goals. She is a Certified Divorce Financial Analyst and focuses on strategically planning collaborative divorces. Kim caters to her clients’ individual goals by building and managing personalized strategies as a specially qualified Portfolio Manager. Prior to Avantra, Kim directed business operations and management for the Harrisburg branch of Merrill Lynch as Resident Director. Previously, she assisted in sales practice management for financial advisory practices in five counties as the Central Pennsylvania Complex Sales Manager.

Kim has a Bachelor of Science in Finance and Master of Science in Financial Services. She was awarded both the Charles E. Merrill and Circle of Excellence awards as a Financial Advisor from 2009 to 2017.  She is a volunteer firefighter/EMT for her local fire department and an executive member/senior peer for the South Central PA Critical Incident Stress Management Team, where she uses her training to counsel emergency workers after critical incidents. She currently lives in Mechanicsburg, Pennsylvania, with her husband and daughter and has three step-children.
Wade A. Hoffman
Partner,
Chief Compliance Officer

wade_hoffman@avantrafamilywealth.com
As a Partner of Avantra Family Wealth, Wade serves as Chief Compliance Officer, responsible for overseeing compliance and sales practices as well as performing operational function reviews. He joined Avantra from Merrill Lynch, where he administered regulatory supervision, complaint reviews and resolutions, client risk review, and branch audit preparations. Previously, Wade worked at Morgan Stanley Smith Barney as a complex risk officer, and at Smith Barney as an operations manager for Citigroup Global Markets.

Wade studied Biology at Shippensburg University and enjoys playing cello, guitar, and keeping his kids active in their music programs. He lives in Camp Hill, Pennsylvania, with his wife and two children.
Steven B. Thompson
Partner,
Family Wealth Advisor

steve_thompson@avantrafamilywealth.com
As a Family Wealth Advisor, Steve helps clients identify and quantify their priorities before working with them to develop personalized strategies to help them achieve their goals. Prior to joining Avantra, Steve was a financial advisor at Merrill Lynch for two years. Previously, he was a Vice President, Administrative Manager for the Central Pennsylvania Complex of Merrill Lynch for eight years. In this position, he was responsible for approximately 150 employees across five offices in the region. Before moving to central Pennsylvania, Steve spent a year as an Associate Administrative Manager for Merrill Lynch in Oklahoma and six years in various roles for Merrill Lynch in Minneapolis, Minnesota.

Steve earned his Bachelor’s Degree in Economics and Theatre from Bucknell University and his Master of Fine Arts Degree in Set Design from the University of Connecticut. After finishing graduate school, he worked in the New York City area as a freelance theatrical set designer and scenic artist. He spends his free time serving on the board and coaching for GoWags Baseball. Steve lives in Enola, Pennsylvania, with his wife and two children.
Sean T. Hoffecker, CFP®
Partner,
Family Wealth Advisor

sean_hoffecker@avantrafamilywealth.com
As a Family Wealth Advisor, Sean takes a consultative approach to wealth management, designing strategies to help clients meet their short- and long-term financial objectives, including retirement income and estate planning services. He excels at working with clients to better understand their financial situation, preferences, and goals to develop strategies truly tailored to each individual’s situation. Sean joined Avantra from Merrill Lynch, where he focused on creating wealth management strategies for high-net-worth individuals and their families.

Sean earned his Bachelor’s of Science from the University of Pittsburgh, focusing his studies on finance and psychology. In 2016, he became a Certified Financial Planner™ in order to better service his clients. Sean is actively involved in his community, primarily volunteering and organizing events for the benefit of the outdoors community. He is an avid rock climber and brings that same passion with him to work day-in and day-out.
Jana M. Thompson
Client Experience Manager
jana_thompson@avantrafamilywealth.com
Jana manages day-to-day activity at Avantra, focused on our clients’ experience and interaction with the firm.  She is responsible for account openings and general client service. Before joining Avantra, Jana worked at Merrill Lynch where she was responsible for client service, relationship building, and account maintenance. She began her career in financial services as a Client Associate for Merrill Lynch in the Minneapolis Complex.  Prior to that, she was the assistant set designer for Paper Mill Playhouse in New Jersey and a set designer for many smaller theatrical shows in the New York area.

Jana received her Bachelor’s Degree in Theatre from the College of St. Benedict in Minnesota and her Master’s Degree in Theatrical Set Design from North Carolina School of the Arts. In her free time, Jana volunteers with her children’s schools and designs sets for a local dance company. You can also catch her at the ball field watching her son play baseball, or at the barn watching her daughter ride horses. She resides in Enola, Pennsylvania, with her husband and two children.
Bethany M. Serdar
Client Experience Associate
bethany_serdar@avantrafamilywealth.com
As a Client Experience Associate, Bethany focuses on servicing our clients, building strong relationships, and facilitating account maintenance. Bethany joined Avantra from Merrill Lynch, where she was responsible for client and account services. Previously, she was a manager and painting instructor at Color Me Mine. During her time at Color Me Mine, she oversaw rebranding efforts and a relocation of the store which resulted in significant growth and stronger customer relations.

Bethany and her husband, Vladan, live in Camp Hill with their two sons, Maxim and Alexander. She is very involved with her sons’ school activities and sports. In her free time, Bethany enjoys painting, music, and traveling with her family.
Tania J. Brungard
Client Experience Associate
tania_brungard@avantrafamilywealth.com
Tania assists the Client Experience team focusing on building client relationships and performing account maintenance. Prior to joining Avantra, Tania developed a strong emphasis on client service within her career. She was an automobile insurance claim rep for a large national insurer, where she was responsible for medical investigation and litigation. Most recently, Tania has been active in the direct marketing sales industry, building and training a large team.  She also teaches piano and strings privately.

Tania has lived in the central Pennsylvania area most of her life and currently lives with her husband, two children, and dog, in the close-knit community of Camp Hill Borough, where she enjoys spending time with her neighbors and is involved in various community improvement organizations. In her spare time, Tania enjoys playing viola in her church orchestra and various community ensembles.
Beth J. Blanchfield
Client Experience Concierge
beth_blanchfield@avantrafamilywealth.com
As a Client Experience Concierge, Beth’s attention to detail and love of people contributes to striving to provide the very best experience possible. She joined Avantra from Merrill Lynch, where she was responsible for event management and a wide variety of other organizational and service tasks. Before event planning and concierge services, her work experience includes extensive work with underprivileged and foster children and staging homes to prepare the home for the market.

Beth graduated from the University of Tennessee with a Bachelor of Science in Social Work. She lives in Camp Hill, Pennsylvania, with her husband and has two children and two grandchildren.

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