Harvey Koenig and Jon Selzer partnered at Koenig & Selzer Asset Management Group for over 25 years. In 2015, Koenig & Selzer Asset Management Group merged with Marathon Financial Advisors. For many, many years, Harvey Koenig has been a reliable source of financial planning for hundreds of clients in the Syracuse area. As it often goes with long-standing leadership, we have reached a bittersweet new chapter as our own Harvey is retiring.
Harvey Koenig has been working alongside partners Mary Ann Pierce and Jon Selzer to help clients build plans to achieve financial goals at Marathon Financial Advisors. Harvey’s clients will be transferred to Jon Selzer upon his retirement as of December 31, 2019. The transition is expected to be easy and seamless to his clients.
In a letter to his clients, Harvey noted, “I will genuinely miss the time spent with our clients. Many of you have become good friends over the years. I sincerely appreciate the trust and confidence you have placed in me during this time. I will forever be grateful and fulfilled by our experience together.”
Harvey is looking forward to spending more time with his wife Carole, their children, grandchildren, and great grandchildren. If you are a client of Harvey’s, please do not hesitate to reach out to us with any questions about the transition.
Thank you, Harvey, for sharing your financial planning knowledge and expertise with our clients and staff over all those many years. Best of luck to you in this new chapter!