Koenig Team

The Koenig Team at Wealth Enhancement delivers highly coordinated, comprehensive financial planning designed to help clients move forward with confidence.  Led by Preston Koenig, an advisor recognized by AdvisorHub¹ and Five Star Professional² for excellence in wealth management, the team combines award-winning insight with a warm, collaborative client experience. Each client receives guidance tailored to their goals, complexity, and long-term vision.

Preston works alongside a long-tenured team he has partnered with for many years: Helen Johnson, Associate Financial Planner, and Andrea Bevanda, Senior Client Service Manager. Their deep experience working together allows them to deliver a seamless, well-coordinated client experience built on thoughtful analysis, proactive support, and a shared commitment to helping clients achieve meaningful results.

Clients of the Koenig Team benefit from a seamless advisory experience strengthened by Wealth Enhancement’s resources including Trust Services and our multidisciplinary Roundtable™ of specialists, that provide access to comprehensive experience and support in Investment management, Financial Planning, Retirement Income Planning, Estate Planning, Tax Strategies, and Risk Management & Insurance.

The Koenig Team builds deep client relationships and delivers clear, actionable strategies. Through comprehensive planning, thoughtful communication, and institutional-level resources, they help clients navigate complexity with confidence.

1. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023

2. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021, 2022, 2023, 2024, or 2025. FIVE STAR Wealth Managers.

Advisory registration held with Wealth Enhancement Advisory Services, a registered investment advisor. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. 

Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law.

2025: Awarded 11/1/24 for the period 3/13/24-10/29/24.
2024: Awarded 12/1/23 for the period 3/13/23-9/29/23.
2023: Awarded 12/1/22 for the period 3/14/22-10/18/22.
2022: Awarded 12/1/21 for the period 3/29/21-10/8/21.
2021: Awarded 12/1/20 for the period 3/30/20-10/23/20.