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.
The extended Koenig Financial team is focused on delivering all client support activities with accuracy and speed… “in a nice natural and friendly way”.
Dave
Operations Manager
Dave has over 14 years of experience in the Financial Services Industry and leads our daily operations. Dave also follows the Dave Matthews Band, dabbles in Drone Photography, and enjoys fishing and razor clamming. Dave holds his Series 7 and 66 Securities licenses.
Sarah
Client 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.
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.
serving clients in a nice, natural and friendly way
Mike Koenig, Founder