Will Olinger, Cima® Email & Phone Number

While many may think portfolios and performance are the most important elements in wealth management, I know that a custom game plan for a family’s wealth is the cornerstone of any successful wealth management relationship. Portfolios, risk, performance, diversification, these elements are important, but if we aren’t clear on our client’s goals, then how can we help them make the right decisions? We cannot.Utilizing Koss Olinger’s fee-based five step process known as The Wealth Navigator System™ I help individuals and families accumulate, preserve and transfer personal wealth. In addition, I provide advisement on business continuation and estate planning in closely held family businesses.After graduating from Wake Forest University in 1991 with a Bachelor of Science in economics and a minor in finance, and joining Koss Olinger, I earned my Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania. In the years since, Koss Olinger has grown to include three generations of wealth advisors along with a team of more than 25 financial support professionals and clients in over 35 states.While our advisory team works together, we all bring a special area of expertise to the equation. Combining my education, designation, and passion for finance, I also chair Koss Olinger’s Investment Advisory Committee (IAC) and am responsible for analyzing alternative investments and tracking macro-economic trends. By maintaining a client-centered vision, I help lead the firm in creating dynamic, innovative investment strategies to maximize each client’s portfolio and reach their individual goals. In addition to my work with Koss Olinger, I enjoy traveling and spending time with my wife, Leigh Ann, and our three daughters. Recently, my oldest, Brittney, after graduating from Oxford University in the UK, joined Koss Olinger as an advisor. My middle daughter, Katie Grace, is a J.D. Candidate at Duke University School of Law, and our youngest, Reece, is a budding opera singer attending Elon University.Securities Offered Through Valmark Securities, Inc. Member FINRA/SIPC. Valmark and Koss Olinger are separate entities. Advisory Services offered through Koss-Olinger Consulting, LLC., An SEC Registered Investment Advisor. 2700-A N.W. 43rd Street, Gainesville, Florida 32606 (352) 373-3337 · (352) 373-1864 Fax · (800) 373-3302 Toll Free Third party posts do not reflect the views of ValMark Securities or Koss Olinger and have not been approved prior to posting.

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  Managing Partner

  Koss Olinger

  Mar 1992 - Present