Koss Olinger’s Wealth Management and Financial Advisory Team

For all those who have been dealing with investments for a majority of their lives, it is not as simple as just ‘acquiring wealth’. It is a great balancing act with risks and benefits to take into consideration. Learning the trade is not an easy task and it takes years of schooling to consider yourself an expert in the field. That is why, if you have investments, you have to make sure that you are the making the most out of it. And this is done by arming yourself with only the best out there.

Koss Olinger’s Investment Advisor Gainesville gives you a team of experts to cater to your investment needs upon deciding to avail of their services. The team consists of 8 efficient professionals who will stop at nothing to give you just what you want.

Below is an overview of every individual who is part of the team including their years of experience, a field of expertise and other necessary information:

 

William F. Koss, CLU®, ChFC®, MSFS

This veteran, being one of the founding fathers of the company has been with them since 1965 and specializes in preservation and transfer of wealth to future generations.

William D. Olinger, CLU®, ChFC®, MSFS

Is the co-founder of their company, Koss Olinger and specializes in the preservation and transfer of wealth to future generations, as well.

Will Olinger, CIMA®

Graduated from Wake Forest University in 1991 and moved on to Wharton School of Business in University of Pennsylvania to obtain his CIMA®. He is now using his expertise to act as the Managing Partner.

Kirk E. Klein, CFP®, ChFC®

This particular member of the team specializes in transacting with affluent members of the society and businessmen. He dedicates his time and effort into areas of estate and business transition planning.

Brian Watson, CFP®

After earning his degree in finance from the University of Florida in 1992, this partner of the team immediately came to work with Koss Olinger and has been indispensable since.

William J. Rossi, III, CFP®, ChFC®

His financial services career with Koss Olinger began right after he got his Bachelor of Science degree in Finance and Economics from the University of Florida.

Tim Roark, CFP®

One of the younger partners in the company, Tim Roarke only recently obtained his Master’s Degree in Business from Duke University. His financial services career began in 2011.

Shannon Hord

After earning a Finance degree from the University of Florida in 2013, Hord began her financial services career with Koss Olinger. She is one of the younger partners of Koss Olinger.

 

All in all, Koss Olinger has total combined years of experience amounting to 150. The experience and their unique and timeless approach in tackling investment opportunities have led them to put together a world-class team that will be more than willing to help you in your investment direction, strategy, and allocation. Their Investment Advisor Gainesville is sure to help you and your quest to have the investment experience of your dreams.


I'm James Anderson, a successful content marketer. My passion is helping people in all aspects of online marketing. I love reading on beach and hiking up a mountain. I live simply but give generously.

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