James Koenig, Sr.
Senior Wealth Advisor
Phone: 269-982-1988

Office: 206 Court Street

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.