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 after graduating from Duke University with his master’s degree. He also completed an internship with Koss Olinger in 2009 while still in college.

Over the years, Tim has made innumerable contributions both to our team and our clients. His positive attitude is contagious and creates an environment ripe for innovation and collaboration behind the scenes. He has lead the charge on a number of initiatives that have created efficiencies and optimizations that will benefit the Koss Olinger organization and those we serve forever. With clients, he imparts a sense of calm, confidence and ease. Generously sharing his wit, keen insights and assuring confidence, Tim is truly an irreplaceable asset to the Koss Olinger team and clients.

Congratulations, Tim!