Financial News

Shannon Reintgen Promoted to Partner

Koss Olinger is proud to announce that Shannon Reintgen, CFP®, ChFC® has been promoted to Partner. Shannon brings over 10 years of industry experience, during which time she has been dedicated to our firm and clients’ success. Over the years, Shannon’s focus on creating an unparalleled client experience and maintaining operational excellence has bettered both…

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Team Spotlight: Monica Anderson

When did you start at Koss Olinger?  June 2021 What is your role at Koss Olinger?  Marketing Specialist Where did you grow up? I was born in Hawaii but grew up in Tokyo, Japan. Do you have pets? If yes, tell us about them. My boyfriend and I have a hamster named Millie and a poodle named Graham!…

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Tips for Managing an Inheritance

As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal deadlines, don’t make any hasty decisions concerning your inheritance. Identify a Team of Trusted Professionals Tax laws and requirements can be complicated. Consult with professionals…

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Cayleigh Tomlinson Joins Koss Olinger

When did you start at Koss Olinger?​​ January 2021 What is your role?​ Operations Analyst Do you have any pets? Yes! I have a golden retriever named Luna June (named after June Carter-Cash) and a fluffy black cat named Mitsy. Not to mention our 100+ cows! If you could have dinner with one famous person…

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