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

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. 

LinkedIn
PROFESSIONAL HISTORY:

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.

EDUCATION:

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. 

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.