Tim Roark and Shannon Reintgen Recognized as 2024 InvestmentNews Rising Stars

We are excited to announce that Partners Tim Roark, CFP® and Shannon Reintgen, CFP®, ChFC® have been recognized as 2024 InvestmentNews Rising Stars!

 

The InvestmentNews Rising Stars (previously 40 Under 40) recognizes and celebrates up-and-comers in the financial advice industry. Each year, InvestmentNews reviews more than 1,000 nominations to create a list of outstanding financial advisors, or industry professionals supporting advisors, who are 40 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership, and promise.

 

This award truly reflects Tim and Shannon’s dedication, determination, and the significant contributions they’ve made to both their clients and the entire Koss Olinger team. We are incredibly proud of everything they’ve accomplished and can’t wait to see how they’ll continue to excel and shape the future of the industry. Congratulations on this well-deserved achievement!

Read more here: https://www.investmentnews.com/best-in-wealth/best-wealth-managers-advisors-under-40-in-the-usa-rising-stars/258176#methodologySection

 

 

Methodology:

Starting in July, InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list.

Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account.

The Rising Stars were determined by an independent panel of industry leaders.

 

*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party ranking. InvestmentNews (Awarded Nov 2024) Data compiled by based on time period from 2023 to 2024.