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Michael K
Verified by Warmer
CFP®, Series 65
Daytona Beach, FL
Firstrust
Michael Koenig, CFP®, J.M., founded FirsTrust in 1995 and leads its trust and estate practice. He is a fee-only fiduciary who works with high-net-worth families and business owners in Daytona Beach, Orlando and Tampa on estate tax reduction, irrevocable trust design and asset protection. With more than 40 years of experience and a Juris Master from Florida State University College of Law, he coordinates each family’s plan with FirsTrust’s investment, tax and planning specialists.
William K
Series 63, Series 65
Daytona Beach, FL
Firstrust
William Kearney is a financial advisor at FirsTrust with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waterhouse Securities, Inc. since 1995. FirsTrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and emphasizes a fee-only, independent model with fiduciary commitments and rigorous operational safeguards.
Brian S
CFP®, ChFC®, Series 63, Series 66
Daytona Beach, FL
Firstrust
Brian Sirota is a financial advisor at Firstrust with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cary Stamp & Company and Commonwealth Financial Network. Based in Daytona Beach, FL, he is part of a team of five advisors at Firstrust. Firstrust provides comprehensive wealth management and private family office services to individuals, families, businesses, and related entities. The firm employs a research-driven investment approach with strategic asset allocation and offers a fee-only, all-inclusive service model through dedicated advisors or coordinated teams.
Christopher C
CFA®, Series 63
Daytona Beach, FL
Firstrust
Christopher Cannon is a CFA® charterholder with 24 years of industry experience. He has been with Firstrust, LLC since 2001, where he is part of a five-advisor team based in Daytona Beach, FL. Firstrust advises individuals, families, businesses, and related entities, providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a fee-only, independent model and emphasizes strategic asset allocation guided by an Investment Committee, integrating tax-aware and situational planning into client solutions.
Elayne P
CFP®, ChFC®, Series 63
Daytona Beach, FL
Firstrust
Elayne Pisarik is a CFP® and ChFC® with 24 years of industry experience. She has been affiliated with Ifg Network Securities, Inc. and Firstrust LLC since 2001. Based in Daytona Beach, FL, she is part of the five-advisor team at Firstrust. Firstrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and emphasizes a fee-only, independent model with formal fiduciary and operational safeguards.
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