Michael T. Koenig, CFP®

Founding Partner / Chief Executive Officer
32-year career : 22 years at FirsTrust

Mr. Koenig is the original founder of FirsTrust. He is the firm's Managing Partner and Chief Executive Officer, and advises the firm's high net worth clientele, specializing in trust, tax & estate management and strategic asset protection.

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PROFESSIONAL HISTORY:
Mike was born in Denver, CO, grew up in Maryland just outside the Washington DC Beltway, and spent most of his life in Florida where he resides today. 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

Masters of Finance, George Washington University

Certified Financial Planner ™ (CFP®)

Annual Continuing Education through The Heckerling Institute at The University of Miami School of Law and the American Bar Association.

 

ASSOCIATIONS:
American Bar Association (ABA) associate

Certified Financial Planner certificant (CFP®)

Registered Financial Advisor, National Association of Personal Financial Advisors (NAPFA).

 

Personal note:
Mike is a former AAU Golden Gloves boxer; he remains active with USA Boxing as a Certified Coach, Referee and Judge, and spends most of his evenings in the ring training young athletes who aspire to a position on the US Olympic Boxing Team.