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About
Shannon Reintgen, CFP®, ChFC®, is a Partner at Koss Olinger in Gainesville, FL, where she plays a pivotal role in guiding the firm’s vision through strategic planning and leadership responsibilities. She sits on the Investment Advisory Committee, actively examining and monitoring investment positions, market conditions, and emerging trends to help manage and optimize client portfolios. Her advisory focus includes holistic wealth management, financial planning, estate planning strategies, and portfolio management primarily for high-net-worth individuals and families.
Since joining Koss Olinger in 2013, Shannon has progressed through key roles including Business Analyst and Financial Advisor before becoming Partner in 2023, contributing significantly to the enhancement of the firm’s systems and client service processes. She has also been recognized as a 2024 InvestmentNews Rising Star for her industry leadership.
Shannon holds a Bachelor of Science in Finance from the University of Florida and has earned both the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. She is active in professional and community organizations, serving as President of the North Central Florida Estate Planning Council and promoting female engagement in wealth planning through speaking, mentorship, and published work.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Koss Olinger | Partner | Aug 2023 to Present | — |
| Koss Olinger | Advisor | Sep 2014 to Present | — |
| Koss Olinger | Business Analyst | Sep 2013 to Sep 2014 | — |
| United Launch Alliance (ULA) | Contracts Administrator | Jun 2012 to Aug 2013 | — |
Education
University of Florida
Bachelor of Science (BS), Finance
2008 — 2012
Others at Koss-olinger Consulting, LLC (7)
| Name | Role | Location |
|---|---|---|
| Partner | Gainesville, FL , United States | |
| Managing Partner | Gainesville, FL , United States | |
| Partner | Gainesville, FL , United States | |
| Managing Partner | Gainesville, FL , United States | |
| Partner | Gainesville, FL , United States | |
| Lead Investment Analyst | Lynchburg, VA , United States | |
| Senior Investment Analyst | Gainesville, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Archpoint Investors | Lake Zurich, IL , United States | |
| Investment Analyst | Dimension Capital Management LLC | Miami, FL , United States | |
| Investment Analyst | Dimension Capital Management LLC | Miami, FL , United States |