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Amy Koenig, PMP has over 25 years of professional experience in the financial services industry. Amy began their career in 1994 as a Dividend & Mutual Fund Specialist at Kirkpatrick Pettis. Amy then moved on to Robert W. Baird & Co. in 1996 as a Licensed Sales Assistant, and in 1998 they joined RBC Wealth Management as an Investment Associate. In 2004, they began working at American Express Financial Advisors as an Associate Financial Advisor, and concurrently held the role of VP, Technology Coordination at Carson Group. Amy then joined Carson Group Coaching in 2004 as the Director of Strategic Projects and most recently, in 2020, they became the Chief of Operations at ROL Advisor.

Amy Koenig, PMP, holds a Bachelor of Arts (B.A.) in Mathematics from the University of Northern Iowa, which they earned between 1989 and 1992.