Kara Koenig

Managing Associate @Thoroughbred Advisors

Albany, NY, US
MOBILE NUMBERS
+15•••••••99

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WORK HISTORY

Jan 2025 — Present

Managing Associate @Thoroughbred Advisors

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EDUCATION

N/A

College of St. Rose

Master of Science - MS

N/A

College of St. Rose

Bachelor of Science - BS

ABOUT KARA KOENIG

I help individuals, families, and business owners bring clarity to retirement planning, income strategies, tax efficiency, liquidity, and risk mitigation. I take pride in helping clients prepare for the next steps in their financial future with strategies designed to protect what they’ve built and support where they’re going. When we work together, I take care to consider every piece of your financial puzzle—starting with a thoughtful review of your needs, goals, and level of financial knowledge—then bringing it all together into a coordinated, lifelong strategy. Kara Koenig is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc, Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham NY 12110, 51••••••08. Thoroughbred Advisors is independent of Equity Services, Inc.

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