Jeff McCullough, CFP®
Owner & Financial Advisor
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 and Rotary Club of Ashland Lithia Springs as well as being a board member of the Ashland Community Health Foundation. He previously served on the board for the Ashland Schools Foundation and Highline Schools Foundation. Although 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.
LorrieAnne Miller, CFP®
Chief Compliance Officer & Financial Advisor
As Chief Compliance Officer (CCO), 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. LorrieAnne earned her CERTIFIED FINANCIAL PLANNER™ certification in 2023.
LorrieAnne is an involved member with Pollinator Project Rogue Valley (PPRV), promoting the planting of pollinator-friendly and native-habitat gardens. She encourages people to visit PPRV’s native plant garden at 312 N. Main St. in Phoenix for a self-guided tour and to ask her about how to incorporate native plants into your landscape.
Hugo Sanchez II, CFP®
Hugo graduated from Holy Family University with a bachelor’s degree in psychology. His desire to work with families directed him toward his initial career as a behavioral therapist. He later decided to pursue his passion for investments and began his career in the financial services industry in 2018 at a well-respected wealth management firm. As a financial advisor, Hugo aids in the planning process and provides investment advice. Hugo earned his CERTIFIED FINANCIAL PLANNER certification in 2023. Hugo is a fluent native speaker of Spanish and previously worked as a translator.
An avid tennis player, Hugo has played for twenty-five years. He and his partner, Alissa, along with their two children, enjoy traveling, discovering new places to eat, and exploring the endless recreational opportunities the West Coast has to offer.