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®

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. 

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

Office Manager

Jodie wears many hats.  She’s often the first smile greeting our clients, manages the office, 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.

Sarah - Client Support Specialist

Sarah

Customer Support Specialist

Sarah is relied upon to cover many of our client support needs including “onboarding” and account transitions.  Sarah also leads our HR processes.  Outside of work her passions include fiber arts, her cats and family and wilderness camping.

 


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 at the Koenig Financial Group.  Although Mike no longer serves clients, his values define how our expert support team serves our clients.

Mike Koenig

KFG Founder | Keeper of the “Book of Answers”

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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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