James Koenig, Sr. | Senior Advisor | Wolf Advisory Services MI

James Koenig, Sr.

Executive VP & Senior Advisor
269-982-1988

Jim is passionate about helping clients and their families achieve financial well-being. After completing a 33-year career with Whirlpool Corporation as a sales and marketing leader (VP National Accounts), he transitioned into helping others plan for their future. He follows a very disciplined planning process that starts with listening intently to each client before constructing robust and personalized plans that can adapt as the client’s life unfolds and their needs change. Jim graduated from Michigan State University with his bachelor’s degree in Psychology and his MBA in Marketing.