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Vanessa Koegler

Financial Advisor, PFS Investments

Vanessa Koegler is a Financial Advisor with PFS Investments, located in Summerville, SC. Vanessa is an LEO wife, mom of two boys, and Financial Advisor. She's passionate about helping families create a vision for their financial futures and developing an easy-to-follow plan to get them there. If you're not sure where to start when it comes to your goals or even if you feel you have a good handle on things and just want a review, schedule a time to meet with Vanessa, and start creating the future you dream about!

Ideal Client

Someone going through a transition that affects their finances, such as changing jobs, buying/selling a home, having children, getting married, or retiring. Vanessa is experienced with State employees such as teachers and first responders and is also focusing on small business owners.

Contact Info
(267) 236-4811
Located in Summerville, SC

What does SHE stand for?

SHE is more than a leads group - SHE Leads Group exists to support women in business development roles. SHE Members are women in business who appreciate the role many women have being a full-time caregiver to loved ones and advancing their full-time career or business. The letters “S H E” stand for Supporting Heart & Enterprise ®. Heart is our families, or anything near and dear and personal to us. Enterprise is our business or career. Members are expected to uphold the values and culture for which SHE stands. Every member of SHE Leads Group should desire to be a resource to each other. SHE Leads Group is more than just a leads group. We are a group of supportive women who truly want to help others in any way possible.