Michael T. Koenig, CFP®, J.M.
Founding Partner
Mike is a Certified Financial Planner® with a degree in psychology, a master’s certificate in finance, a JurisMaster of Law degree, and nearly 40 years of expertise in trusts & estates.
Meet your FinancialTeam
When your next move matters, trust us to think several moves ahead.
Christopher Cannon, CFA
Partner / Chief Investment Officer
Mr. Cannon is a CFA charterholder with over 32 years of investment experience spanning institutional trading, arbitrage, derivatives and private client services.
William J. Kearney, Jr.
President
Bill serves as President and Business Manager of FirsTrust, overseeing the firm's day-to-day operations. He is often the first voice to welcome prospective clients to the firm.
Brian Sirota, CFP®, ChFC, MBA
Comprehensive Financial Planner
Brian is a Certified Financial Planner® and Chartered Financial Consultant with an MBA and 15 years of planning experience.
Elayne Pisarik, CFP®, CLU, ChFC, CDMM, MS, M.Tax
Strategic Tax Analyst
With 3 degrees, 4 certifications and 32 years of experience, Elayne is among the industry's most highly qualified advisors.
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.
Dan Brownsberger, CIMA
Senior Investment Advisor
Dan is a very, very old man. His first client was Moses - whose IPS was chiseled onto a stone tablet. Stand by for updates - we expect to publish his obituary shortly.
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 applies her 2 computer science degrees with the Certified Information Security Manager certification and nearly 40 years of experience to serve as the firm's Cybersecurity Officer.
Want more details?
Call, email, or meet with a member of our FinancialTeam.