Koss Olinger

Please join us in welcoming David Johnston back to our intern team! David interned with Koss Olinger in 2022 and has recently graduated with a B.A. in History from Duke University. He has begun a new role at Koss Olinger as a Compliance and Regulatory Intern, where he researches newly released rules and recommendations from regulatory bodies, drafts memos, assists with policy development, and helps our Compliance Program with various day-to-day tasks. Welcome back to the team, David!

Koss Olinger is proud to announce that we have been Certified™ by Great Place To Work®. The prestigious award is based entirely on what current employees say about their experience working at Koss Olinger. This year, 100% of employees said it’s a great place to work – 43 points higher than the average U.S. company.

Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation.

Read more here: https://kossolinger.com/koss-olinger-earns-2024-great-place-to-work-certification/

Congratulations to our advisor, Brittney Olinger, and the NextGen Philanthropic Initiative Class II for successfully completing their six-month program at the Community Foundation of North Central Florida! They selected the Education Foundation's Take Stock in Children program as the recipient of a $10,000 grant.

Partner Tim Roark, the immediate past President of the Alachua County Education Foundation, joined in accepting the check. Lead Advisor Mitchell Hay has also recently joined the board of the Education Foundation. Thank you, Tim, Mitch, and Brittney, for your unwavering commitment to making a positive impact in our community!

Kirk Klein was recently interviewed by InvestmentNews. Click the link below to read more.

Why multi-generational planning can be a double-edged sword - InvestmentNews InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Kirk Klein, Koss Olinger.

Meet Jack Fraser, one of our new Wealth Management Interns. Jack is a rising senior at the University of Florida and we are excited to have him on our team. Please join us in welcoming Jack to Koss Olinger!

🌟 Recognizing outstanding teamwork and excellence in wealth management! Congratulations to the exceptional excellence awardees of the 2024 InvestmentNews Awards for RIA Team of the Year (10 Advisors or More):

Callan Family Office
Carlson Capital Management
Destiny Wealth Partners
East Paces Group
HoyleCohen
Koss Olinger
MAYFLOWER ADVISORS
Modern Wealth Management

Let's celebrate their remarkable achievements on June 20th at 583 Park Avenue, New York. Reserve your spot now!

https://hubs.la/Q02BnmLl0

Recognizing the champions of philanthropy and community service! 🌟

Congratulations to the esteemed recipients of the 2024 InvestmentNews Awards for Excellence in Philanthropy and Community Service:

🎉Greg Friedman - Wealthspire Advisors
🎉Heather Fortner - SignatureFD
🎉Johnson Bixby
🎉Heather Fortner - SignatureFD
🎉Jordan Toma - Prudential Advisors
🎉Koss Olinger
🎉Sibyl Slade - IntegriVest Wealth Advisors, LLC.
🎉Stacy Francis - Francis Financial

Let's celebrate their inspiring contributions on June 20th at 583 Park Avenue, New York. Reserve your spot now!

https://hubs.la/Q02yr6Vg0

Introducing Cate Cannon, our Wealth Management and Investments Intern. She is originally from Gainesville and is a rising Junior at Tulane University. Please join us in welcoming Cate to our team!

May was an exciting month for our team at Koss Olinger!

We're thrilled to announce the arrival of our two newest additions: Cooper Christian Reintgen and Charles Hawkes Hay!

Partner Shannon Reintgen welcomed her third baby boy, Cooper, on May 9th. She and her husband, Christian, have been soaking up every moment as a family of five since.

Lead Advisor Mitchell Hay celebrated the arrival of his first child, Charlie, on May 28th. He and his wife, Jordan, have been embracing the joys of parenthood and cherishing their first week with their baby boy.

We couldn’t be happier for Shannon, Mitchell, and their families as they enjoy these precious times with their little ones!

Congratulations on this outstanding accomplishment, Kirk Klein!

Let's give a round of applause to the 2024 InvestmentNews Awards Excellence Awardees for "Advisor of the Year (Regional – Southeast)"! 🌟

🎉 Divam Mehta - Mehta Financial Group, LLC
🎉 James Wolf - Merrill Lynch Wealth Management
🎉 Kirk Klein - Koss Olinger
🎉 Nina O'Neal - AIM Advisors
🎉 Stanley Funches - INTELUS Wealth Management
🎉 Tom West - Signature Estate & Investment Advisors

Secure your table for the live celebration of excellence in the wealth management industry on June 20th at 583 Park Avenue, New York! Don't miss this chance to be part of an extraordinary event. Reserve your spot now!

https://hubs.la/Q02yq_bb0

Meet Connor Birch, one of our new Wealth Management Interns. He is a rising junior at the University of Florida, and we are thrilled to have him at Koss Olinger. Please join us in welcoming Connor to our team!

Our team had a fantastic time at the JA Superhero Bowl-A-Thon last week! We enjoyed supporting Junior Achievement of Alachua County in their efforts to empower students in our community through this fun-filled event. 🌟🎳

Koss Olinger is honored to announce that InvestmentNews has selected our firm as an Excellence Awardee for two esteemed categories: RIA Team of the Year (10 Advisors or More) and Excellence in Philanthropy and Community Service.

Additionally, we are delighted to share that Kirk Klein has been named an Excellence Awardee for Advisor of the Year – Southeast Region, which is one of the highest accolades offered to an individual in the wealth management and financial planning industry. Please join us in congratulating Kirk on this much deserved recognition!

The InvestmentNews Awards are a hallmark within the industry, designed to spotlight individuals and firms that distinguish themselves through their unwavering dedication, exceptional reputations, and profound knowledge. Following a nationwide search marked by an all-time high volume and caliber of nominations, Koss Olinger was selected as one of eight finalists for RIA Team of the Year (10 Advisors or More) and Excellence in Philanthropy and Community Service, while Kirk Klein was selected as one of six finalists for Advisor of the Year – Southeast Region. The ultimate winners of these categories will be announced at an awards gala in New York City in June. This acknowledgment on a national scale is a testament to our ongoing commitment to excellence in every aspect of our business.

We extend our heartfelt gratitude to the families who have entrusted us to guide them in their financial journeys and to each team member whose dedication has contributed to Koss Olinger's elevated standing in the industry.

Click the link below to learn more about the methodology behind these awards: https://investmentnewsawards.com/process/

Click the link below to learn more about each award category: https://investmentnewsawards.com/award-categories/

Meet Ruby Watson, one of our Operations interns! Ruby has been with Koss Olinger for the past year and has proven to be an invaluable addition to our intern team. She assists advisors, compiles reports, conducts market research, and helps with day-to-day tasks around the office. We are grateful for all that you do, Ruby!

Meet Shaina Smith, one of our Operations interns! Shaina has been with the team for almost two years and has been an excellent addition to our intern team. Shaina works to compile reports, assist advisors, and help with day-to-day tasks around the office. Thank you for all that you do!

Congratulations to Kasey Nelson on completing the Dale Carnegie Leadership Course and winning the week 8 "Breakthrough Award." We admire Kasey's commitment to personal and professional growth and are excited to see how she will incorporate her new knowledge into her position as an Operations Specialist.

Happy International Women's Day! Pictured are some of the talented women in our office whose hard work and dedication are felt each and every day. Thank you for your unwavering commitment and invaluable impact.

We are so excited for Eagle Strike this Sunday, March 3rd! Come out and support Oak Hall athletics from 4-6 p.m. 🎳

A very special thank you to our amazing sponsors for making this possible! Martin Kids Dental & Orthodontics, Stifel, Koss Olinger, Gainesville Redhawks Lacrosse, and Oak Hall Cheer 🌟

Sign up (or reserve your lane) today! https://secure.qgiv.com/for/eaglestrike2024/event/eaglestrike/

It takes everyone supporting our schools to make our community a better place. Thank you sponsors.

Meet our newest support team addition, Marketing and Communications Coordinator, Emily Lusk!

To learn more about Emily, click the link below to read her interview.

https://kossolinger.com/team-spotlight-emily-lusk/

The Business Sale Evaluator™ is a process designed to provide clarity around the sale of a business, real estate holding, or other illiquid asset.

To learn more about the benefits of utilizing the BSE™, check out our feature on page 21 of Guide Monthly!

Guide Monthly - Greater Gainesville February 2024 - The Arts Issue Page 21 The February issue of Guide Monthly is now available. Discover the vibrant arts scene in Greater Gainesville. From profiles of inspiring local talents to lists of engaging community art festivals and photo-worthy murals, The Arts issue of Guide Monthly explores the colorful world of the arts in this...

Meet Kristie Colman, our Investments Intern! Kristie joined Koss Olinger in September of 2023 and has been a fantastic addition to our Investments Team. Kristie assists with research, analysis, Investment Advisory Committee meetings, and important daily functions within the department. We appreciate all that you do, Kristie!

Koss Olinger is proud to be recognized as one of Forbes Top RIA Firms in America. With over 40,000 applicants, we are pleased to have placed #176 on the list of the top 250 RIA firms in the nation.

Koss Olinger’s Managing Partners, Will Olinger and Kirk Klein, commented on this achievement, “In the dynamic landscape of wealth management, being acknowledged by Forbes as one of the foremost RIA firms in the nation stands as a testament to our steadfast dedication to prioritizing our clients’ needs above all else. This accolade is a shared honor with each family that has placed their financial journey in our hands, as well as with every team member whose diligent efforts have propelled us to this prestigious position.

As managing partners, we consider ourselves exceedingly fortunate to lead a team of devoted professionals. Together, we channel our collective expertise, innovative spirit, and unwavering dedication toward the families we serve, allowing them the freedom to focus on what truly matters to them. It is this collaborative endeavor and the remarkable outcomes we achieve that continually distinguish Koss Olinger.”

When creating this exclusive list, Forbes had quality at the forefront of their decision-making process: “Quality is always first; if we're going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.” (Forbes Methodology)

Koss Olinger is honored to have earned our place among the highest-quality firms in America, and we remain committed to serving your family for generations to come.

Click the link below to view our Forbes profile.
https://www.forbes.com/companies/koss-olinger/?list=top-ria-firms&sh=1502b4b736d1

Did you know that Koss Olinger offers internship positions for aspiring financial advisors?

Meet Christiana Dirks, our Lead Intern. Christiana has been with Koss Olinger since 2022, and she is an integral member of our intern program. As Lead Intern, she helps train new interns and acts as a liaison between our Operations Department and the Intern Team. Christiana works to compile reports, assist advisors, and help with day-to-day tasks around the office. We appreciate all that you do, Christiana!

If you are interested in learning more about our internship program, please email your resume to [email protected].

Meet our newest support team addition, Client Liaison and Corporate Scheduler, Britt Mejia! To learn more about Britt, click the link below to read her interview.
https://kossolinger.com/team-spotlight-britt-mejia/

Last Friday, Koss Olinger hosted its annual holiday party at Spark at Embers. We had a fantastic time playing Koss Olinger trivia, enjoying each other's company, and indulging in delicious food. We would like to extend our heartfelt thanks to Tim Roark and Julie Tinnemeyer for organizing such a fun-filled evening.

We would also like to congratulate Eddie Mordujovich, our Chief Compliance Officer, for being named Employee of the Year. Eddie consistently exceeds expectations and goes above and beyond in his work. His optimistic attitude and energy spread positivity to those around him. Congratulations, Eddie!

We wish you and your family a happy holiday season from Koss Olinger!

Kirk Klein was recently featured in the December issue of the Guide to Greater Gainesville. Click the link below to learn more about Kirk and why he enjoys living in Gainesville!

Know Your Neighbor: Kirk Klein - Guide to Greater Gainesville Kirk Klein, the managing partner at wealth management firm Koss Olinger, has called Greater Gainesville home for over 30 years.

Meet our newest support team addition, Executive Assistant, Kristen Fogel. To learn more about Kristen, click the link below to read her interview.

https://kossolinger.com/team-spotlight-kristen-fogel/

We are excited to announce that we have been selected as one of the 2023 Best Places to Work award winners by the Guide to Greater Gainesville! At Koss Olinger, we are committed to maintaining a healthy work-life balance and a positive workplace culture, all while providing stellar customer service to our clients. We truly have the best team, and this award would not be possible without the hard work they put in each and every day.