Pictured from left to right: Brian Watson, Kirk Klein, Bill Olinger, Bill Koss, Will Olinger, WJ Rossi, and Chuck Clemons

Our team has over 150 years of combined experience helping clients achieve their goals.

To learn more about our advisory team, click on a name below.

• William F. Koss, CLU, ChFC, MSFS
• William D. Olinger, CLU, ChFC, MSFS
• William D. Olinger, III, CIMA
• Kirk E. Klein, CFP®, ChFC
• William J. Rossi, III, CFP®, ChFC
• Chuck Clemons, ChFC
• Brian E. Watson, CFP®
• C. Brent Boyd, CFP®