Private Wealth Management Group
(800) 585-9888
About Our Firm
Michael T. Koenig, CFP®
Founding Partner / Chief Executive Officer
team

Mr. Koenig is a 30+ year veteran of the financial service industry and the original founder of FirsTrust. 

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PROFESSIONAL HISTORY:

Mike was born in Denver, CO, and spent 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.

EDUCATION:

BA, University of Maryland; Professional Masters in finance, George Washington University; Certified Financial Planner (CFP) designation conferred through the College for Financial Planning in Denver, CO; The Heckerling Institute at The University of Miami School of Law; CFP, NAPFA and American Bar Association annual continued education. 

ASSOCIATIONS

American Bar Association (ABA) associate; Certified Financial Planner (CFP) certificant; Registered Financial Advisor, National Association of Personal Financial Advisors (NAPFA).

Personal note:

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.