John D’Amelio, cfp®
With over a decade in the financial services industry, John is passionate about helping clients gain clarity and confidence in reaching their financial goals. Before joining Koenig Financial Group, he spent the majority of his career at a Registered Investment Advisory firm in Kirkland, where he worked closely with tech professionals, small business owners, healthcare professionals, and retirees — helping each move from point A to point B, whatever that looked like for them. He values understanding each person’s unique situation and identifying what matters most to them.
John holds his Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional.
A Pacific Northwest native, John grew up on the Eastside in Redmond. He attended the University of Washington before earning his B.S. in Finance from Penn State University. Outside of work, he enjoys spending time outdoors, is an avid golfer who competes in local tournaments when his schedule allows, and recently completed his first half marathon. He’s also looking forward to exploring more hikes around the PNW.
Todd Mccaffray, CFP®
Todd joined Koenig Financial Group in 2022 adding a expertise having grown in the industry from the ground up. In his prior role as a Retirement Plan Consultant, in downtown Seattle, 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. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Todd is a Chartered Financial Consultant®.
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.
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