Welcome to the Koenig Financial Group Family
Left to right… Cathy, Heather, Jeff, Coulee, Todd, Jodie & Chris
Your trusted Advisors…
Jeff Janeway, CFP®
advisor
Jeff Janeway joined Koenig Financial Group after leaving Merrill Lynch in 2017 where he had specialized in retirement planning and socially responsible investing.
Jeff is a Chartered Retirement Planning Counselor℠ and a CERTIFIED FINANCIAL PLANNER™ professional
Todd McCaffray, CFP®
advisor
Todd McCaffray joined Koenig Financial Group in July 2022. Todd has specialized in financial planning for individuals (and their families) with corporate-sponsored retirement plans.
Todd is a Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ professional.
You can depend on us…
The extended Koenig Financial Team is focused on delivering all client support activities with accuracy and speed
– “in a nice, natural and friendly way”.
Jodie
Office Manager
Jodie wears many hats, but under each of these hats, she’s a stickler for the details. This makes coordinating all the client facing tasks in a well-orchestrated office flow a perfect fit for her skills. In addition, Jodie leads insurance processes and does so much more behind the scenes. Outside of KFG Jodie loves to travel with her family and enthusiastically supports the Seattle Mariners and Seahawks.
Heather
CLIENT SERVICE ASSOCIATE
Heather is working hard in the background of our office. She is responsible for trading investments to support the financial transactions that our clients require (rebalancing, distributions and contributions). Heather enjoys studying the data of our organization and optimizing our processes. Outside of work Heather’s main hobby is laughing so if you are looking for Heather, follow the giggle.
Chris
CLIENT SERVICE ASSOCIATE
Chris is usually the first person you will speak to on the phone or see when you come to the KFG office. He also assists the service team with many of our client support needs including scheduling, onboarding, and account maintenance paperwork. Outside of work he enjoys watching movies and TV shows, working in the yard, and spending time with his lady and his dog.
Cathy
HR, MARKETING, FINANCE & FACILITIES
Cathy helps to keep the KFG ship afloat on the business side of things. When she’s not paying employees, creating an ad, looking at business strategy or designing our interior space, Cathy enjoys travelling, her puppy (Coulee) and her family – which she shares with her husband, Jeff Janeway, CFP®.
“Serving clients in a nice, natural and friendly way”
Mike Koenig, Founder
Mike Koenig retired from the financial services industry in 2018, but his legacy lives on in Koenig Financial Group. Although Mike no longer personally serves clients, his values continue to this day and are the basis of what defines our team’s strong work ethic.
Mike Koenig
KFG Founder | Keeper of the “Book of Answers”
Check the background of this investment professional on:
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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