Tim Roark

Tim Roark, CFP®, is a Partner at Koss Olinger in Gainesville, FL, where he sits on the firm's Investment Advisory Committee and plays an active role in shaping client-focused wealth management strategies. His primary responsibilities include overseeing retirement planning, investment management, and estate planning services, with specific attention to retooling Koss Olinger’s trademarked Wealth Navigator System™.

With over 13 years of experience in the financial services industry, Roark’s background spans from his start as a Financial Analysis Intern to Advisor and ultimately Partner at Koss Olinger. He specializes in comprehensive portfolio construction, risk management, and efficient wealth transfer for high-net-worth individuals, with a focus on diversified investment solutions across fixed income, equities, alternative investments, and estate planning.

Roark holds a Master of Management Studies from Duke University’s Fuqua School of Business and a bachelor’s degree from Davidson College. He earned the Certified Financial Planner (CFP®) designation and is actively involved in his community, having served on several local nonprofit boards.