Raised in the greater Seattle area, Jeff graduated from the London Business School (University of London, UK) in 1996 with a Master’s in Business Administration. It is there that he met his Canadian wife, Cathy. They have three daughters who study at two of Edmonds’ School District’s great public schools. Jeff has served as the Budget and Finance Chair for the non-profit Friends of Edmonds Library, and has provided financial courses to tomorrow’s leaders through Girl Scouts of America and Junior Achievement.
Jeff holds Series 7 & 66 securities registrations and WA State’s Life, Long Term Care and Disability Insurance licenses.
Coming from a family of medical professionals, Jeff has focused on serving clients with the same focus on care. Above all, Jeff is not interested in a quick fix, but rather seeks to address the needs of the whole person through “evidence based investing and financial planning”.
Prior to joining Koenig Financial Group, Todd was a Retirement Plan Consultant, based in downtown Seattle. In that role, he supported large, mid-sized, and small businesses and their employees throughout the Pacific Northwest. He has been in the Financial Services industry since 2011 in various roles, including Trading, Performance Reporting, Insurance, and Compliance Support serving hundreds of financial advisors on the East Coast.
Todd holds Series 7 & 66 securities registrations and Washington State’s Life and Disability Insurance licenses.
Todd grew up in West Seattle and is an avid Seattle Sports fan. He graduated from Gonzaga University in 2012. He and his wife, Addie, were married at Holy Rosary, here in Edmonds, and are proud to call Edmonds home. Outside of the office, Todd enjoys spending time with his family, playing soccer, skiing, attending sporting events, discovering new restaurants, and traveling whenever possible.