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Advisory Team

Koss Olinger’s Wealth Management and Financial Advisory Team has over 150 years of combined experience. Because of our unique team approach, Koss Olinger has deliberately sought out diversified individual designations and expertise to create eight distinctly gifted individuals and our resulting world-class team.

Meet our Financial Advisors:

William F. Koss, CLU®, ChFC®, MSFS

William F. KossEmail: BillK@kossolinger.com

Bill Koss has worked professionally since 1965 in the financial disciplines of estate planning and investment management. As one of the firm’s founding partners, he specializes in helping clients preserve their wealth and transfer it to successive generations. Read full biography.

A Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant (ChFC®), Bill is a life and qualifying member of the Million Dollar Round Table, the premier association of financial professionals. His 45 continuous years of MDRT qualification, along with his professional designations, place him among the top 100 professional planners in the world.

In addition, he has published numerous articles in business, professional and consumer publications and is the author of the book, “Pond Birds”, the only history of the University of Florida’s basketball program. Bill was a three-year letterman in basketball at the University of Florida and was inducted into the University of Florida Athletic Hall of Fame in 2008. He remains visible to Florida fans through his work as a television sports commentator and public speaker.

Bill grew up in Bridgeport, Ohio, received a post-graduate degree from Manlius Military Academy, earned a Bachelor’s degree in Business Administration at the University of Florida, and holds a Master’s of Science degree in Financial Services from The American College.

A founding member and past Chairman of the Council for Economic Outreach in Gainesville Florida, Bill won the J. Wayne Reitz Award for his contributions to the region’s economic development. The Gainesville Business Magazine named him Financial Services Man of the Year in 1990, and The Gainesville Sun recognized him as the 1994 Business Person of the Year.

Bill is the son of Fred and Eleanor Koss. 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 D. Olinger, CLU®, ChFC®, MSFS

William D. OlingerEmail: BillO@kossolinger.com

As the Co-Founder of Koss Olinger, Bill specializes in helping clients manage and preserve their wealth and transfer it to successive generations.Read full biography.

With over 45 years of experience in wealth and investment management, Bill is a Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) with a Masters of Science degree in Financial Services (MSFS) from The American College.

In addition, Bill is a life and qualifying member of the Million Dollar Round Table. He is the past President of the Gainesville Estate Planning Council and the Gainesville Association of Life Underwriters and is a member of the Financial Planning Association.

Bill graduated Phi Kappa Phi from the University of Florida with a Bachelor of Arts degree in Political Science and a minor in Economics. He was a four-year letterman in diving on the University of Florida swim team and President of Sigma Chi Fraternity. An active member of the Central Florida business and civic community, Mr. Olinger has served as Chairman of the Council for Economic Outreach and Chairman of the Board of Trustees of Santa Fe Community College, as well as the Chairman of the Board of Trustees for First Presbyterian Church. He has 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 47 years and have two sons, Will and Charles, and three granddaughters.

Will Olinger, CIMA®

Will OlingerEmail: WillO@kossolinger.com

Will is a Managing Partner at Koss Olinger. After graduating from Wake Forest University in 1991 with a Bachelor of Science in Economics and a minor in Finance, he earned his Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania. Read full biography.

Combining his extensive education and passion for finance, Will chairs the firm’s Investment Advisory Committee (IAC) and is responsible for analyzing alternative investments and tracking macro-economic trends. By maintaining a client-centered vision, Will leads the firm in creating dynamic, cutting edge investment strategies to maximize each client’s portfolio and reach their individual goals.

In addition, Will is a contributing writer for the Oxford Club Investment Newsletter and is a respected speaker and presenter throughout the investment and estate planning industry.

Will is a founding board member of the Gainesville Community Foundation and currently serves on the boards of two private family foundations. He and his wife, Leigh Ann, have three daughters who they love to spend time with. They are consistently traveling throughout the year to watch their girls’ accomplishments.

Will’s father, Bill Olinger, is the co-founder of Koss Olinger.

Kirk E. Klein, CFP®, ChFC®

Kirk E. KleinEmail: KirkK@kossolinger.com

Kirk Klein is a Managing Partner at Koss Olinger. He started his career in 1992 and has been with Koss Olinger since 1995. His years of financial experience have allowed him to counsel affluent individuals and business owners in the areas of estate and business transition planning. Read full biography.

A Certified Financial Planner® (CFP®) Practitioner and Chartered Financial Consultant® (ChFC®), Kirk specializes in comprehensive financial planning by utilizing the firm’s fee based five step process known as The Wealth Navigator System™, to help people accumulate, preserve and transfer personal wealth in alignment with their values. He is an authority on business continuation and estate planning in closely held family businesses and was named in Kiplinger’s Personal Finance magazine’s “Who’s Who of Florida Certified Financial Planner ® Professionals.

Kirk is a graduate of Illinois State University with a Bachelor of Science degree with majors in Finance and Marketing. An accomplished public speaker, he is a frequent presenter and guest lecturer for business and professional groups on topics about retirement, estate and financial planning.

Kirk also enjoys giving back to the community. He is a current board member of Junior Achievement, Oak Hall School and has served on the boards of several other organizations such as the Rotary Club and Leadership Gainesville Alumni. In 2016 Kirk was awarded an Impact Award for his outstanding philanthropic and business contributions. He is also active in his church. He and his wife, Michelle stay very busy with the activities of their two daughters and son.

Brian Watson, CFP®

Brian WatsonEmail: BrianW@kossolinger.com

Brian earned a Bachelor of Science degree in Finance from the University of Florida in 1998 and subsequently joined the Koss Olinger team. Quickly becoming a Partner in the firm, Brian emerged an integral member of the Koss Olinger Investment Advisory Committee (IAC).Read full biography.

Brian is a Certified Financial Planner (CFP®) specializing in retirement planning, investment management and estate planning. He was central to the development of Koss Olinger’s trademarked process, The Wealth Navigator System™. As an advisor, Brian takes great pride in his ability to implement advanced planning techniques while simultaneously educating his clients.

In addition to his ongoing advisory contributions, Brian consistently pushes Koss Olinger’s technology to the next level by identifying areas of potential improvement and creating solutions that provide increased value in the client experience. Advancements in the firm’s reporting systems, client service systems and other improvements consistently place Koss Olinger at the top of the industry.

Considered an industry thought leader, Brian has been quoted in local and national publications including The Gainesville Sun, Senior Times magazine and The Prosperity Experience (a national publication that focuses on financial and estate planning issues for lottery winners.)

Brian has four daughters. During his free time Brian enjoys spending time with his family and playing golf.

William J. Rossi, III, CFP®, ChFC®

William J. RossiEmail: WJR@kossolinger.com

W.J. Rossi is a Partner at Koss Olinger where he began his financial services career in 1997 after earning Bachelor of Science degrees in Finance and Economics from the University of Florida. Soon after, he obtained both the Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) designations. Read full biography.

W.J.’s areas of expertise are investment management, estate planning, 401k’s and creating income distribution strategies during retirement. He sits on Koss Olinger’s Investment Advisory Committee. W.J.’s professional insights about comprehensive fee based planning, as used in The Wealth Navigator System™, have been quoted in local and national publications, including Money Magazine. Additionally, W.J.is the immediate past president of MDRTs Top of the Table, an international industry association, and has spoken at broker dealer conferences and industry conferences such as the annual Top of the Table event.

A resident of Gainesville since 1987, W.J. is active in the community serving on board positions at University of Florida’s Performing Arts Center, Tyler’s Hope, Stop! Children’s Cancer, NAIFA Gainesville, and Gainesville Estate Planning Council. Rossi is also a member of the Rotary Club and Leadership Gainesville Alumni. He and his wife, Stephanie, have one son and two daughters.

Tim Roark, CFP®

Email: TimR@kossolinger.com

Tim Roark is an Advisor at Koss Olinger where he began his financial services career in 2011 after earning a Master’s Degree in Business from Duke University.

 

Shannon Hord

FS1_7956Email: ShannonH@kossolinger.com

Shannon Hord is an Advisor at Koss Olinger where she began her financial services career in 2013 after earning a degree in Finance from the University of Florida.