Our Locations

Our current headquarters in Gainesville is home to our 30+ team members. Many of us grew up here or went to the University of Florida and grew our careers with Koss Olinger. With deep roots in the city that go back over 50 years, we have families here and some of us serve on the boards of local charitable organizations.

For over 20 years, we’ve served the legacy of families in Greenville, South Carolina. We continue to build upon our long-term relationships and are finding ways to add value to local entrepreneurs and business owners. We leverage our expertise to help navigate their financial future for generations to come.