Jeff McCullough, CFP® – Owner & Financial Advisor
Jeff became owner of Koenig Investment Advisory in 2020 after working as an financial advisor with the firm since 2014. Prior to joining our team, Jeff lived in Seattle, Washington, where he worked with several highly respected wealth management teams. He got his start in the financial services industry in 2006 after earning a bachelor’s degree in finance from Seattle University.
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeff is experienced in a broad range of financial planning and investments areas and serves as a key point of contact for clients. He is responsible for coordinating all aspects of the financial planning process including retirement planning, needs analysis, portfolio development and implementation. Jeff earned his CERTIFIED FINANCIAL PLANNER™ certification in 2015.
He is a member of the Southern Oregon Estate Planning Council, Rotary Club of Ashland Lithia Springs, and is a board member of the Ashland Schools Foundation. Even though Jeff resides in Ashland, Oregon he remains an avid boater and member of the Seattle Yacht Club. When not working, Jeff, his wife Alexi, and their two kids enjoy traveling, boating, and almost any outdoor adventure.
Bringing nearly three decades of experience in the investment management profession, Greg Koenig first began working in the financial services field in 1985. After five years with Merrill Lynch in Bellevue, Washington, he left to start his own firm. Inspired by the problems he had witnessed in the commission-oriented structure at Merrill Lynch, Greg decided to structure his business model on fee-based money management. In 2020, Greg transitioned ownership of the business to Jeff McCullough. He continues to serve as a consultant, providing client advice and investment management guidance.
Clients describe Greg as knowledgeable and trustworthy, saying he has a calm presence in turbulent times. Koenig Investment Advisory clients include a number of current and past presidents and vice presidents of various corporations in the greater Seattle area, where we have maintained a longstanding presence and continue to serve a diverse client base.
In 2003, Greg relocated the business to Medford, Oregon, based on a desire to live in a smaller community. He regularly travels to Seattle, where he meets with current and prospective clients.
Greg holds a bachelor’s degree in business administration from James Madison University in Harrisonburg, Virginia.
A member of the Medford Rogue Rotary and the Southern Oregon University Foundation Board, Greg has a history of giving back to the community.
When he is not working, Greg enjoys traveling with his wife, Allison, and fly-fishing. He is a great lover of the outdoors.
LorrieAnne Miller graduated from the University of Oregon with a bachelor’s degree in mathematics. Prior to arriving at Koenig Investment Advisory, she lived in Papua New Guinea while working for the Peace Corps and also taught English in Mexico. She became fluent in Spanish while living in Mexico and worked as a translator for an insurance company in California.
As chief compliance officer, LorrieAnne oversees all compliance-related matters at Koenig Investment Advisory. She uses her analytical skills to ensure operational matters are quickly resolved and rarely require client attention. She has earned a Paraplanner certificate in order to assist Jeff with planning.
LorrieAnne is an involved parent with the Oregon Old Time Fiddlers Association (OOTFA). The OOTFA is a group of primarily amateur musicians who promote the enjoyment of old time music by playing at local events, assisted living facilities, and providing free lessons to children and adults who would like to learn to play old time music. She and her son enjoy camping, biking, and Southern Oregon’s many outdoor recreational opportunities.