Welcome to the Koenig Financial Group Family
Your trusted Advisors…
Todd McCaffray, CFP®
advisor
Todd brings over a decade of experience in the financial services industry focused on bringing value to the clients he serves.
Todd is a Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ professional.
John D’Amelio, CFP®
advisor
John brings over a decade of experience focused on customized financial planning and providing a roadmap to financial confidence.
John is a 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.
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.
Will
Licensed CLIENT SERVICE ASSOCIATE
Will joined the team as a Licensed Client Service Associate responsible for the trading operations functions of the business. Will is a 2025 UW graduate. He is currently a CFA Level 1 Candidate awaiting for the result from the May 2026 exam window, a program known for its rigorous curriculum. Will’s hobbies include sailing, rowing, and spending time with friends and family.
“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”
Jeff Janeway served as the leader of Koenig Financial Group following Mike’s retirement for over 8 years and has recently transitioned into a consulting role. Jeff’s dedication to providing the very best value to clients and operational excellence has structured the business for long term sustainability and growth.
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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