30-year career : 20 years at FirsTrust
Mr. Koenig is the original founder of FirsTrust. He is the firm's Managing Partner and Chief Executive, and advises the firm's High Net Worth and Family Office clientele, specializing in trust, tax & estate management and strategic asset protection.
Mike was born in Denver, CO, and resides today in Atlanta, Georgia after spending most of his life in Maryland and Florida. He is the former CEO of Congressional Financial Corporation in Washington, DC; Executive Director of American Benefits Corporation; and Financial Advisor at Capital Holding Corporation.
BA, University of Maryland
Professional Masters in finance, George Washington University
Certified Financial Planner (CFP®)
The Heckerling Institute at The University of Miami School of Law; CFP, NAPFA and American Bar Association annual continued education.
American Bar Association (ABA) associate
Certified Financial Planner (CFP) certificant
Registered Financial Advisor, National Association of Personal Financial Advisors (NAPFA).
In addition to being a Certified Financial Planer, Mike is also a Certified Scuba Diver, an NRA Certified Firearms Instructor, and a Certified USA Boxing Coach who trains athletes for the US Olympic Boxing Team.
25-year career : 17 years at FirsTrust.
Mr. Cannon is a Partner, the firm's Chief Investment Officer and heads our Investment Management services from the Corporate Offices in Florida. Chris is also the firm's Chief Compliance Officer and Chairman of the Investment Committee.
Chris is a native of Cocoa, FL who began his investing career at one of the nation’s oldest Wall Street mutual fund complexes in Richmond, VA. After returning to Florida, Mr. Cannon joined an institutional equity-trading desk, and has subsequently handled advanced issues such as arbitrage strategies, derivatives contracts and pension consulting.
BA, Centre College, Danville, KY.
CFA Institute Investment Management Workshop / Harvard Business School.
Mr. Cannon holds the Chartered Financial Analyst designation. He is a member of the CFA Institute, a board member of the CFA Society of Orlando, and a Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA). Chris also serves as a member on the Embry Riddle Aeronautical University’s College of Business Industry Advisory Board, a member of the Best Practices Board for the Institute for the Fiduciary Standard, and as a Director for Wishes4MeNU, a nonprofit that supports individuals helping other individuals in their time of need.
Chris is a former rugby player.
During her 18 years at FirsTrust, Ms. Cannon has served as receptionist, administrator, Caseload Manager and Operations Manager. Today, she is our Chief Operations Officer and a Partner.
Shelly is a New Smyrna Beach, FL native who came to FirsTrust with an extraordinary history of academic awards, achievements, scholarships and Valedictorian honors.
BA - Honors, University of Central Florida; AXYS Certified
Notary: State of Florida
Shelly is a Certified Personal Trainer who broke 4 national powerlifting records in 2013 and set new World Records in 2014 and 2015.
23 year career: 18 years at FirsTrust.
Mr. Kearney is the company President and oversees the firm's management and administration from our Corporate Operations Center in Florida. He enjoys telling people why the distinct difference at FirsTrust makes such a distinct difference in the lives of our clients.
Bill is a lifetime resident of Florida. He is a former Financial Advisor at American Express Financial Advisors and in both retail and institutional sales at TD Ameritrade. He joined FirsTrust in 2000.
BBA, Florida Institute of Technology.
Bill played professional baseball with the Phillies Organization.
31-year career: 19 years at FirsTrust
Mr. Brownsberger is a senior-level Private Wealth Manager who customizes investment portfolios for FirsTrust's affluent clientele in Central Florida. Dan is also a Member of the firm's Investment Committee.
Mr. Brownsberger is a lifetime resident of Florida. He is a former Investment Advisor at Barnett Bank / Nations Bank / Bank of America, and joined FirsTrust in 1999.
BS, Florida State
Certified Investment Management Analyst (CIMA)
Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA).
Dan is an avid kayak fisherman.
25-year career: 18 years with FirsTrust
Mrs. Pisarik is a senior-level Private Wealth Manager who specializes in creating customized financial plans and consulting on advanced tax matters.
Elayne grew up in North Carolina and West Tennessee. Her financial career began in the securities & insurance industry as a planner with MetLife, and later at Phoenix where she designed financial plans and tax strategies for high net worth clients. She joined FirsTrust in 2000.
BS, University of Tennessee
Master of Taxation, Nova Southeastern University
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Certified Financial Planner (CFP®)
Master of Taxation (MTax).
Member, FPA (Financial Planning Association): Registered Advisor; National Association for Personal Financial Advisors (NAPFA).
Elayne is a die-hard Tennessee Volunteer fan.
Mrs. Blizzard has been the Executive Assistant to our Chief Executive, Mr. Koenig, for nearly 20 years.
She is a native of Florida and possesses the unique skills and insights of someone with over thirty years of experience in corporate administration.
Broward Community Collge
Susie was the firm's first official employee.
Mrs. Koenig is a veteran IT systems Programmer/Analyst and has been involved in the administration and management of technologies at FirsTrust since day one. Today, she serves as the firm's Chief Information Security Officer and is responsible for the information systems that support enterprise goals and the protection of information assets.
Melody grew up in suburban Northern Virginia just outside Washington DC. She is a Dean's List Graduate from George Mason with a degree in Information Technology, and 4.0 Dean's List Graduate from the Florida Institute of Technology with a Masters Degree in Information Resource Management. Melody spent over 20 years as a Senior Program Analyst in corporate America, and she serves today managing the firm's web-presence, integrating systems, and securing critical information.
BS, Information Technology, George Mason University
MS, Information Resource Management, Florida Institute of Technology.
Notary Public: Georgia.
Melody is deeply involved with various Christian charities in Atlanta.
Mr. Battles is a 39-year veteran of the financial services industry with a broad range of experience as an advisor and eventually the owner of his own retirement planning firm. He serves today as a Compliance Officer at our Corporate Operations Center.
Jeff is a former broker and account executive for various institutions such as First Union Brokerage Services, Citicorp Investment Services, Capitol Securities, SunStar, New York Life, Mutual of Omaha, and James Investment Research.
BA, Economics: Georgetown University
Masters of Science: Marymount University
CMFC®: Chartered Mutual Fund Counselor, Investment Company Institute,
You can frequently find Jeff on his boat exploring Florida’s remote waterways.
21-year career: 3 years at FirsTrust
Mr. Sava has advanced experience and educational credentials as a Financial Advisor, including a certification as a Fiduciary Auditor. He serves today as a Private Wealth Manager for FirsTrust clientele in Atlanta, GA and as a Member of the firm's Investment Committee.
Mike is a long time resident of Atlanta, GA and a former Managing Associate of Henssler Financial in Atlanta; a Senior Financial Advisor with Merrill Lynch Private Banking and Investment Group; and a Financial Consultant with Smith Barney in Atlanta.
BA, University of Wisconsin; Certified Financial Planner (CFP) certificant; Certified Investment Management Analyst (CIMA) certificant; Passed Level II of the CFA program; completed the Certified Fiduciary Auditor Program from Center for Fiduciary Studies.
Member, Atlanta Society of Finance and Investment Professionals (CFA Institute): Financial Planing Association (FPA) of Atlanta; Investment Management Consultants Association (IMCA). Registered Advisor; National Association for Personal Financial Advisors (NAPFA).
Mike is an avid golfer and actively involved with his son's NYO sporting activities.
Mrs. Norin is an International Wealth Advisor with a fluency in 4 languages, over 15 years of experience in senior financial advisory roles, and a focus on providing international investment and relationship management services to high net-worth individuals in regions of South America and Europe.
Soledad was born and raised in Ecuador and moved to the United States in 1993 with a brief residency in Singapore at the Embassy of Ecuador’s Office of Foreign Affairs. Her experience with global institutional investors flourished throughout her career within institutions such as Citigroup, Wells Fargo, JP Morgan Chase and Merrill Lynch / Bank of America.
BS, Business and Economics at Richard Stockton University; Master's Degree in Global Affairs, International Business, Finance and Economics at NYU.
Mentor, Stanford University Latino Entrepreneur Leaders Program
Soledad is an active lady, and stays busy participating in marathons, hiking, snowboarding, yoga - and of course, traveling.
Mr. D’Amico is a Private Wealth Manager who delivers customized wealth management for FirsTrust's affluent clientele at our Atlanta Executive offices.
James is a native of Florida and a longtime resident of Georgia. He began his career as an Investment Advisor with Prudential Securities in Ft. Lauderdale, FL. After moving to Georgia, Mr. D’Amico served as a Financial Consultant with E*Trade Financial and an Investment Consultant with TD Ameritrade.
BA, Florida State University
Florida State University Alumni, Varsity Club
James was a Linebacker for the Florida State Seminoles.