Who We Are
A team focused on continuous improvement in all that we do.
Dedicated to delivering premier service levels consistently through a focus on and refinement of our processes.
Building the organizational muscle to eagerly apply improvements, not resisting change, nor accepting the status quo.
We have built our operations with a focus on being efficient and cost effective, allowing us to serve both the high net worth family who seeks value and those families who aspire to be high net worth. That is, we serve those families who are working towards or have achieved their financial goals through living a life with the same motivation and grit that our KFG team has.
Office Manager / Insurance
Premium Wealth Management at lower than industry avg fees* : https://www.nerdwallet.com/article/investing/how-much-does-a-financial-advisor-cost
Securities and Advisory services offered through Harbour Investments, Inc., Member FINRA/SIPC. Koenig Financial Group AND HARBOUR Investments, Inc. are separate companies. Securities Licensed in (AZ, CA, CO, FL, GA, HI, ID, MA, MI, MO, NV, NH, NY, OH, OK, OR, PA, TN, TX, UT, WA, WI)
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