Michael T. Koenig, CFP®, J.M.
Founding Partner
Founded FirsTrust in 1995 and leads its trust and estate practice. Forty years designing multigenerational structures for families with complex estates. CFP®, Juris Master.
Meet Your Team
Advisors
Christopher Cannon, CFA
Partner / Chief Investment Officer
Governs every portfolio through a written Investment Policy Statement. Thirty-three years across institutional trading and private client management. CFA charterholder.
Brian Sirota, CFP®, ChFC®, MBA
Comprehensive Financial Planner
Builds and maintains the multi-year projections that connect a family's income, investments, taxes, and estate structure. Seventeen years in planning. CFP®, ChFC®, MBA.
Elayne Pisarik, CFP®, ChFC®, M.Tax
Tax Strategist
Identifies tax strategy across personal, entity, trust, and charitable levels. Thirty-four years in tax planning. CFP®, Master of Taxation.
Dan Brownsberger, CIMA
Investment Advisory Committee Member
Constructs and rebalances portfolios within each family's Investment Policy Statement. Twenty-seven years at FirsTrust, thirty-seven in the industry. CIMA®.
Leadership & Operations
William J. Kearney, Jr.
President
Bill serves as President of FirsTrust, overseeing the firm's day-to-day operations. He is often the first voice to welcome prospective clients to the firm.
Michelle Cannon
Advisory Committee Chairman
In 1999, Shelly constructed the firm’s independent operations platform. Today, she leads the Advisory Committee that oversees best practices and quality control.
Susan Blizzard
Chief Administrative Officer
Susie, the firm’s first employee, now serves as Chief Administrative Officer, offering 40+ years of administrative expertise and a warm smile to visiting clients.
Kailey Blizzard
Operations Coordinator
Kailey, our Operations Coordinator, keeps the engine running behind the scenes, managing investment data, consolidated reporting, and workflows across the firm.
Melody Lee Koenig, MS, CISM
Chief Information Security Officer
Melody serves as Chief Information Security Officer. Degrees in information technology and information resource management, CISM, 38 years in systems and security.