David Koenes is an independent Financial Advisor at America Group Wealth Management. With a strategic mindset and a deep commitment to personalized service, David helps individuals, families, and business owners navigate the complexities of financial decision-making with confidence.
Drawing on years of experience and a strong foundation in investment planning, retirement strategies, and wealth management, David partners closely with clients to develop tailored financial roadmaps that align with their goals and values. His approach is rooted in education, transparency, and genuine care—ensuring that every recommendation is both informed and intentional.
As a key member of the firm’s leadership team, David also contributes to the firm’s vision of building lasting relationships and generational legacies. His calm demeanor, analytical insight, and dedication to client success make him a cornerstone of the firm’s reputation for excellence.