Koenig Investment Advisory, LLC

Lorrie Anne Miller is a CFP® professional with 18 years of industry experience, currently serving at Koenig Investment Advisory, LLC. She has worked at Condor Wealth Management, LLC and MyLaunch, LLC during her career. Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small business owners. The firm employs a strategic asset allocation, core-and-satellite approach using mutual funds, ETFs, individual securities, and bonds, and manages approximately $258 million across about 293 client accounts.

Hugo Sanchez II is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Koenig Investment Advisory, LLC since 2021 and has prior experience at firms including Edward Jones and Cutler Investment Counsel, LLC. Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and small business owners. The firm employs a strategic asset allocation and core-and-satellite investment approach, managing approximately $258 million across nearly 300 client accounts as of January 2026.

Jeffrey Mccullough is a CFP® with 17 years of industry experience, currently serving at Koenig Investment Advisory, LLC since 2014. His prior roles include positions at MyLaunch, LLC and Condor Wealth Management, LLC. Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small business owners. The firm employs a strategic asset allocation, core-and-satellite approach with no-load or low-load mutual funds and ETFs, supplemented by individual securities and bonds, and conducts quarterly account reviews.