Kelcy Koenig

Kelcy Koenig is Vice President of Sales at WealthPlan Advisors, a HUB International company, where she leads new business development. With over a decade of experience in financial services, she has held leadership, investment, and consulting roles at Vanguard and John Hancock Investment Management, a Manulife company. Her team of specialists bring deep expertise in 401(k), 403(b), ESOPs, pensions, deferred compensation, and non-qualified plan design, as well as customized private wealth strategies for high-net-worth individuals and executives.

Kelcy maintains her series 65 registration with Global Retirement Partners, an SEC registered investment advisor, and earned her degree in Ethics and Public Policy from the University of Iowa. She is known for her strategic approach, relationship-driven style, and passion for helping organizations and individuals improve outcomes. Kelcy works directly with CEOs, CFOs, and HR leaders to align financial strategies with business goals—leveraging the full capabilities of HUB International, including employee benefits, property & casualty, and enterprise risk management.

If you’re interested in learning more about how HUB can support your organization, Kelcy welcomes the conversation.