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Biography

Caroline Koenig is an Associate on the Workplace Solutions team at Cerity Partners. She supports corporate relationships by managing financial wellness initiatives, streamlining program operations, and gathering and analyzing key data to support business development. With strong organizational and analytical skills, she helps optimize program efficiency and enhance engagement.

Prior to joining Cerity Partners, Caroline worked at ARGI Financial Group as the Personal Planning Tax Team’s Client-Facing Administrative Coordinator. In this role, she developed expertise in client service, data management, and project coordination, building a strong foundation in financial operations and relationship management.

Learn more about my practice.

Education

  • B.A. in Arts Administration from the University of Kentucky

Highlights

  • Volunteer with Ronald McDonald House Charities
  • Fundraised for the Special Olympics of Kentuckiana
  • Volunteer with Feed Louisville, a nonprofit organization serving the community’s homeless population

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.