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. 

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PROFESSIONAL HISTORY:

Mike was born in Denver, CO, grew up up in Maryland near DC & Virginia, 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

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:

Mike is a former competitive boxer and remains active with USA Boxing as a Certified Referee, Judge and Coach; still climbing into the ring every week to train athletes who aspire to a position on the US Olympic Boxing Team.