Vanessa Koegler

About Vanessa Koegler

As a dedicated Financial Advisor, Vanessa works with individuals, families, and business owners to empower them with financial knowledge and practical solutions for overall financial well-being. With her background in both business and education, she’s uniquely equipped to understand the distinct needs and challenges of business owners and provide tailored financial solutions to support their success. Vanessa’s unique blend of skills also enables her to break down personal finance concepts into simple, actionable steps to empower her clients in reaching their financial goals. After experiencing her own personal financial challenges with her husband, Vanessa realized the importance and need for more financial professionals, which was the driving factor for her to start her career in the industry. She is dedicated and passionate about making an impact in financial literacy with her clients, in her community, and beyond. Outside of her financial advising role, Vanessa is a proud LEO wife and a mother of two energetic boys. Their faith is an integral part of their family life, and they actively participate in the community at St. Luke’s Lutheran Church. Vanessa is also a big animal lover and shares her home with her sweet Lab-mix, Leia. In her downtime, you’ll find her enjoying activities like kayaking, baking, diving into a good book, or simply cherishing precious moments with her family.Disclosures: https://barnumfinancialgroup.com/representative/vanessa-koegler

Experience

1. Financial Advisor

   Barnum Financial Group

   Oct 2023 — Present · Charleston, SC, US

Education

• Fox School of Business at Temple University

  BBA, Business Administration

  2003 — 2005

• Holy Family University

  Master of Education, Elementary Education

  2009 — 2011