About Us

Jim is a Certified Public Accountant with over 30 years of experience, earning his CPA license in 1990. He is the managing member of The Koenig Group based in Clark, NJ – one of the state’s premier full-service accounting, tax planning and wealth management firms.

Jim lives in Scotch Plains with 5 children who are leaving the nest, and has children joining his practice at The Koenig Group. In addition to his functions as a CPA, Jim sits on the board of directors of both charitable organizations as well as past school boards.

Outside of work, Jim loves Rutgers football and is a legendary tailgater.

Jeff has been in the insurance industry since 1987. He started out working for his father’s exclusive agency. He broke off to starthis own local retail agency. That operation has grown from one state to national. He now owns a retail, wholesale, MGA platform.

He has monetized agencies putting him in the Top ¼ of 1% of agents nationwide.

He is an Amazon published author on insurance marketing.

Robert has a robust skill set that includes Health Insurance, Insurance, Medicare, Health Savings Accounts, Managed Care and more. He has 28 years of experience in the industry with extensive knowledge of the NY and NJ markets.

Dawn works with agents and agency partners to help expand their portfolio to include Medicare. Now is the time to add Medicare to any portfolio, the opportunities are endless. She is part of the team that provides Product Training, Education & Marketing.

Marc has 35 years of experience in public accounting. He recently sold his CPA practice to concentrate on Social Security. Marc helps individuals and professionals understand and maximize their Social Security benefits with Premier Social Security Consulting.

Jim is the lead consultant in the Social Security consulting department, with over 35 years of experience in helping individuals manage their Social Security benefits. He retired after 35 years with the Social Security Administration and is co-founder of the National Social Security Advisors certificate program.