An Entire Team.
On Your Side.

Benefit From Multigenerational Perspectives

Talk With The Team

You Didn’t Get To Where You Are By Following Precedent. Neither Did We.

We’re focused on how we can help our clients reach their goals. In that pursuit, we found that the traditional singular advisor relationship was too limiting. Instead, we leverage the expertise of our whole team for our clients. That way, you’re able to benefit from a wide range of knowledge and the experience of a multigenerational firm. So when you, your children or even your grandchildren need us, we plan to be there.

Take Your Next Step

Challenging The Status Quo For Over 50 Years.

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  • 1969

    Founded with the goal to serve clients’ interests without being beholden to any one company or product, Koss Olinger began at their first office.

    Timeline_1969_2

  • 1970

    When people were rethinking the status quo, so was Koss Olinger.

    timeline-1969

  • 1989

    Koss Olinger breaks ground at their current office at the Meridien Centre.

    TimelineItem_1969

  • 1990

    William D. Olinger and William F. Koss start to rethink the traditional financial advisor model. They begin to explore what it would mean to introduce a second generation of ownership and a new advisory structure to serve their multi-generational families.

    Will & Kirk

  • 1998

    After establishing a second generation of advisors, Koss Olinger’s commitment to serving their clients’ best interest is as strong as ever.

    timeline-1990

  • 2005

    Koss Olinger establishes a presence in Greenville, SC to support local families.

    355-S-Main-St-Greenville-SC

  • 2008

    The team started tracking client retention rate, which has been greater than 95% since then.

    Tem Picture 2008

  • 2011

    As the third generation of advisors join the team, they begin to mirror the multi-generational families we serve.

    Team Picture 2011

  • 2023

    Over 50 years later, Koss Olinger’s strong legacy endures, backed by a nationally recognized team.

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A Wide Range Of Knowledge.

Focused on You

With three generations and over 200 years of combined experience, our advisors are well versed in guiding you toward the future you want.

Kirk E. Klein, CFP®, ChFC®

His 30+ years of financial experience have allowed him to help affluent individuals and business owners in the areas of estate and business transition planning. In 2024, InvestmentNews named Kirk an Excellence Awardee for Advisor of the Year - Southeast Region. He is also a frequent guest lecturer for professional groups on topics about retirement, estate, and financial planning. Kirk is a current board member of Junior Achievement, Oak Hall School. He and his wife, Michelle, stay very busy with the activities of their two daughters and son.

Kirk E. Klein, CFP®, ChFC®
PARTNER

William J. Rossi, III, CFP®, ChFC®

W.J. began his financial services career with us in 1997. He is the past president of MDRT's Top of the Table, an international association, and has spoken at industry conferences such as the annual Million Dollar Round Table event. A resident of Gainesville since 1987, W.J. has served on the board of the Community Foundation of North Central Florida, UF’s Performing Arts Center, Tyler's Hope, Stop! Children's Cancer, NAIFA Gainesville, and Gainesville Estate Planning Council. He and his wife, Stephanie, have one son and two daughters.

William J. Rossi, III, CFP®, ChFC®
PARTNER

Brian Watson, CFP®, CDFA®

Brian earned a Bachelor of Science Degree in Finance from the University of Florida in 1998 and then joined the Koss Olinger team. Quickly becoming a Partner in the firm, Brian emerged as an integral member of the Koss Olinger Investment Advisory Committee (IAC). As an advisor, Brian takes great pride in his ability to implement advanced planning strategies while simultaneously educating his clients. Brian has four daughters. During his free time, Brian enjoys spending time with his family, travelling, and playing golf.

Brian Watson, CFP®, CDFA®
PARTNER

Tim Roark, CFP®

Tim began his financial services career in 2011 after earning a Master of Science Degree in Business from Duke University. He has been recognized by InvestmentNews as a 2025 Excellence Awardee for Advisor of the Year (Regional – Southeast) and as an InvestmentNews Rising Star in 2024. Tim served as the board President for the Alachua County Education Foundation and is on the board for Oak Hall School, Dance Alive National Ballet, the Finance Committee for Conservation Burial, and mentors with the Take Stock in Children program. Tim, his wife, Stella, and their sons, Emmett and Hudson, enjoy traveling and attempting to corral their two dogs, Gunner and Benji.

Tim Roark, CFP®
PARTNER

Shannon Reintgen, CFP®, ChFC®

Since 2013, Shannon has refined many of the processes we use, including finding opportunities as part of our Investment Advisory Committee. She has been recognized by InvestmentNews as a 2025 Excellence Awardee for Advisor of the Year (Regional – Southeast) and as an InvestmentNews Rising Star in 2024. She is the past President of the North Central Florida Estate Planning Council and serves the Women's Giving Circle. She co-authored the article Divide and Conquer: Not with Your Wealth Planning, encouraging women to take an active role in their family's financial planning. Shannon and her husband, Christian, enjoy the beach and traveling with their sons, Landon, Greyson, and Cooper.

Shannon Reintgen, CFP®, ChFC®
PARTNER

Mitchell Hay, CFP®, ChFC®

Mitchell has worked with clients for over 5+ years to create customized game plans to help them reach their goals. He also sits on the firm’s Investment Advisory Committee. Mitchell is on the board of the Education Foundation of Alachua County and mentors with the Take Stock in Children Program. He and his wife, Jordan, recently welcomed their first child, Charlie. They enjoy traveling (especially to the beach or the mountains), spending time with friends and family, and attending sports events together.

Mitchell Hay, CFP®, ChFC®
Lead Financial Advisor

Brittney Olinger, CIMA®, CDFA®

Brittney started her career in 2015 after earning her degree from Oxford University in the UK. She promotes women taking an active role in their family's financial planning. Notably, she was named the 2023 InvestmentNews Women to Watch Rising Star Advisor of the Year. She is in the second class of the Community Foundation of North Central Florida's NextGen Donor Initiative, which develops emerging philanthropists in North Central Florida. Also serving the North Central Florida Estate Planning Council, the Women's Giving Circle, and formerly served as Treasurer of the Junior League of Gainesville. Brittney and her husband, David, enjoy visiting friends and family in England.

Brittney Olinger, CIMA®, CDFA®
Financial Advisor

Hartley Carlson

Hartley started her financial services career in 2006 after receiving her Bachelor of Science Degree in Accounting from Elon University. She supports the advisory team to build a customized game plan for clients after learning about their goals and objectives. Previously, Hartley has worked in the accounting and collegiate sports marketing fields, which have helped shape her client-service abilities. She has a passion for competitive sports and enjoys playing golf and pickleball in her free time.

Hartley Carlson
Associate Financial Advisor

William D. Olinger, CLU®, ChFC®, MSFS

With over 55 years of experience, Bill specializes in helping clients preserve and manage their wealth and transfer it to successive generations. He’s been President of the March of Dimes, the Gator City Kiwanis Club, the YMCA and has served on the boards of numerous organizations, including the United Way, the Rotary Club of Gainesville, the Barnett Bank of Alachua County, and the Florida Museum of Natural History. Bill and his wife, Sandra, have been married over 50 years and have two sons, Will and Charles, and three granddaughters.

William D. Olinger, CLU®, ChFC®, MSFS
Founder Emeritus

William F. Koss, MSFS

After almost 60 years, Bill retired in 2023. He previously held the CLU® and ChFC® designations. He has published numerous articles and is the author of the book, “Pond Birds”, the only history of the University of Florida’s basketball program. He was inducted into UF’s Athletic Hall of Fame in 2008 and continues as a television sports commentator and public speaker. He and his wife, Mary (Breitenstein) were married in 1964 and have a daughter, Mary Beth Johnston, a son, William F. Koss II, and six grandchildren.

William F. Koss, MSFS
Founder Emeritus
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Our Teams Work Together To Elevate Your Experience.

  • Thomas Kennedy, J.D.
    Chief Compliance Officer
  • Jami Wilson
    Jami Wilson, SHRM-CP®
    Finance and Human Resources Officer
  • Jessica Sacks
    Jessica Sacks, CFP®
    Operations Officer
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  • Philip Schmitt
    Investment Officer
  • Brandon Hord
    Brandon Hord, CFA®
    Lead Investment Analyst
  • Chandler Norder,
    Chandler Norder, CFA®
    Associate Investment Director
  • Luke Meetre
    Investment Operations Analyst
  • Adam Varnedoe
    Adam Varnedoe
    Trading Analyst
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  • James Merchant
    James Merchant, CFP®, ChFC®, CLU®
    Director of Client Solutions
  • Brent Boyd
    Brent Boyd, CFP®
    Director of Insurance
  • David Mejia, CPFA®
    David Mejia, CPFA®
    Retirement Plan Advisor
  • Jordan Harriz
    Jordan Harriz
    Financial Services Consultant
  • Cade Dixon
    Client Service Associate
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  • Carly Labrada
    Carly Labrada
    Director of Information Security
  • Kasey Nelson
    Kasey Nelson
    Operations Coordinator
  • Emily Lusk
    Marketing and Compliance Coordinator
  • Britt Mejia
    Client Liaison and Corporate Scheduler
  • Julie Tinnemeyer
    Julie Tinnemeyer
    Executive Assistant
  • Thalia Mendez
    Thalia Mendez
    Operations Specialist
  • Ruby Watson
    Wealth Planning Analyst
  • Andrea McClintic
    Executive Assistant
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Forbes

America’s Top 250 RIA Firms

Awarded 2023 & 2024*

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Excellence Awardee by InvestmentNews

RIA Team of the Year

Awarded 2024 – 2025*

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Excellence Awardee by InvestmentNews

Excellence in Philanthropy

Awarded 2024*

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Certified™ By Great Place to Work®

Awarded 2024 – 2025*

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Investmentnews Rising Stars

Tim Roark, CFP®

Awarded Nov 2024

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Investmentnews Rising Stars

Shannon Reintgen, CFP®, ChFc®

Awarded Nov 2024

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Investment News Women to Watch

Brittney Olinger, CIMA®, CDFA®

Rising Star Advisor of the Year 2023

    Additional Disclosures

    A Heart of Service

    Outside of the office, we have a passion for making a positive difference, from financial contributions to individual involvement. Our team is generous with their time through volunteering and serving on nonprofit boards. If there’s a way to better our community, we encourage it.

    • 2020-Biztown
    • 2024 Heart Walk
    • CAC Donation Drive
    • Group Photo
    • Image Food
    • Tim Community Foundation Donation
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    Ready To Speak With Our Team?

    Let's Make a Plan