Financial News

We are pleased to announce that Tim Roark, CFP® has been promoted to Partner. This promotion is an important career milestone by which we recognize his commitment to our firm, the community and the high performance that he has demonstrated throughout his career with us. Tim began his financial services career with us in 2011…

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Select members of the Koss Olinger team participated in Junior Achievement’s 2019 annual Bowl-A-Thon. It was a fun event with an even better cause! All funds benefited the student outreach programs for JA of Alachua.

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David Mejia joined the Koss Olinger team earlier this year. As our Client Relationship Consultant David spends his days ensuring each and every client is served at the very highest level. We appreciate David’s commitment to excellence and are so pleased to have him as part of our team. Let’s learn a bit more about…

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One of the newest members on our Koss Olinger team is Valencia Wells. Valencia began with us on a part time basis and recently transitioned to being a full time team member. We are thrilled to have Valencia, as her sunny disposition and professional experience make Koss Olinger better each and every day! 10 Questions…

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Last month we briefly introduced our new Director of Insurance, Katie Nentwick. This month we wanted to take the opportunity to hear from Katie directly and get to know her better with our 10 question spotlight. Learn more about Katie below 10 Questions with Katie Nentwick How long have you been with Koss Olinger and…

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Recently we welcomed Katie Nentwick to the team as our Director of Insurance. Katie’s role is one of education with a focus on creating the best possible results using life insurance as part of each client’s individual situation. Katie has both finance and law degrees and has worked for the past several years as a…

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