James Koenig, Sr.

Jim is passionate about helping clients and their families pursue financial well-being. After completing a 33-year career with Whirlpool Corporation as a sales and marketing leader, 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.