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Your Team

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Darin Koss, CFP®, AAMS®

Wealth Management Advisor

Managing Partner, Tower Wealth Partners

With a focus on the big picture as well as all the details, Darin helps our clients and their families develop a clear understanding of what money means to them, so they can put together a plan and strategy to accomplish their goals.

Drawing on the leadership skills and financial acumen developed since 1991 as his clients’ trusted advisor, he established Koss Financial Group, now Tower Wealth Partners, in 2005, and serves as its managing partner and senior financial advisor.

Darin is a graduate of the University of Michigan at Ann Arbor with a Bachelor of Science degree in finance and marketing. He also holds the Accredited Asset Management Specialist designation from the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER Professional. Darin was named to the 2020 edition of the Forbes Best in State Wealth Advisors list

A firm believer in giving back to the community, Darin has served on the boards of Young Life, Expectations Women’s Center, local radio station WGRC, and the Union County Red Cross. He and his family have been actively involved in their church’s music programs, missions, youth and college ministries.

Darin and his wife Lisa live in Lewisburg. They have four children—Adam, Haley, Chelsea and Hannah—all out of the house–and have 3 grandchildren. An avid music lover, Darin also enjoys travel and all types of sports—golf, lifting weights, running, biking, basketball and football and of course—great food and drinks!

 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Your Team

Team member

Jared Kohl, RICP®

Wealth Management Advisor

Partner, Tower Wealth Partners

Jared makes certain each of our clients knows he has clearly heard their most important thoughts and concerns about their future. He leads them through difficult discussions and helps them, for example, to discuss and define what their vision of retirement looks like and asks each spouse to describe what they think their retirement should look like. For many couples, this may be the first time they have ever had this kind of conversation, enabling them to think about the possibilities and build that vision together.

Originally from the Northumberland, Point Township community, Jared grew up as a member of the 4th generation of Furmano Foods, Inc. He graduated from The Pennsylvania State University and started his financial services career with AIG SunAmerica Securities in 2001 in the Pittsburgh area. In 2003, he moved to Richmond, VA and in just two years was able to open an office, Creative Financial Designs. It was during this time in Richmond that Jared met his beautiful wife, Tracy. In 2006 they returned to Pennsylvania to join Koss Financial Group, now Tower Wealth Partners.

Jared and Tracy reside in Lewisburg with their four children—Alivia, Jack, Logan, and Meredith. Jared Currently serves as the vice president of the Greater Susquehanna Valley Penn State Alumni Chapter, and also a deacon at Reformed Baptist Church of Lewisburg. Jared is an avid fan and supporter of Penn State and enjoys all sports, especially golf, football and basketball.

Your Team

Team member

Haley Koss, AAMS®

Wealth Management Advisor

Haley has an eye for detail and a constant desire to learn and develop the knowledge to help clients design a financial plan that allows them to achieve their goals. Her strong suit is her ability to take the more complex concepts inherent to this industry and break them down to deliver a more simplified yet impactful solution for each client's unique situation.

Haley graduated from the University of Pittsburgh in 2015 with a B.S. degree in Finance and Accounting, and a certificate in International Business. She decided to move back to the area from Nashville, TN in 2019 to join the team as the newest wealth management advisor.

Born and raised here in Lewisburg, Haley now lives downtown with her golden retriever, Penny, and is looking for different ways to get involved in the local communities. The things she enjoys most are spending time with family, all things health and wellness, learning new languages, and traveling the world any chance she gets.

Your Team

Team member

Jim Thomas, CIMA®

Research & Trading specialist

Jim’s careful attention to detail and strong analytical and organizational skills serve our clients well, although most of his work is done behind the scenes. His areas of focus include constructing and monitoring our clients’ portfolios, leading and providing research and analysis for our Investment Committee, and carefully managing the daily inflows and distributions in our clients’ accounts.

After completing his bachelor’s degree in mechanical engineering from Kettering University in Flint, MI, Jim earned his master’s in engineering from the University of Michigan in Ann Arbor. He developed his analytical skills during more than 20 years in the automotive industry before relocating from Michigan to Pennsylvania to join Koss Financial Group, now Tower Wealth Partners.

Jim and his wife Jennifer live in Lewisburg, where they enjoy the small-town charm and the natural beauty the area has to offer. They have four grown children—Justin, daughter Jordan, and twin daughters Jenna and Julia. Jim sings at church and plays drums, is involved in the local Young Life chapter, enjoys an occasional round of golf and biking, and will interrupt most activities to watch University of Michigan football. Go Blue!

Your Team

Team member

Tara Evans

Client services Advocate

Tara joined Koss Financial Group/Tower Wealth Partners in the summer of 2000, after having worked previously as an RN in oncology and hospice. She is the office extrovert and loves getting to know our clients, and long before we had caller ID, she could readily identify a lot of our clients by the sound of their voice. She aims to give personalized attention with her ability to recall details about our clients’ lives.

Tara helps maintain our client database, and besides opening and maintaining accounts, she is active in assisting clients with the set up and maintenance of income disbursements, the transferring of assets, and the set-up of client appointments. She especially enjoys researching things for clients like the history of asset ownership.

Central Pa has been her home for over 28 years, with 14 of those years in Lewisburg. While not at the office, she enjoys reading, music, church, and spending time with her husband Ravi and daughter Renna, and of course her 3 cats.

Your Team

Team member

Lisa Rider

Client Services Coordinator

Appreciated for her initiative and organizational skills, Lisa keeps our clients’ information updated, and assists them in setting up online access to their accounts. She particularly enjoys interacting with our clients and paying attention to what is going on in their lives.

With a background in human resources, payroll and technology, Lisa joined Koss Financial Group in 2004. She is an important member of our client services team, working with the home office to stay up-to-date with compliance operational issues.

Lisa lives in Selinsgrove with her husband Dale. She enjoys spending time with her family, including her three children—Brianna, Brett and Jake; and loves to travel.

Your Team

Team member

Jen Thomas

Paraplanner

As our paraplanner and data manager, Jennifer helps put together and maintain our clients’ investment plans, keeping up with any changes in our clients’ needs and goals. She also makes certain that all information is saved and stored appropriately in our database and manages our client communications.

Jennifer joined Koss Financial Group, now Tower Wealth Partners, in November 2007 after having moved to Lewisburg from her native Michigan. She attended Kettering University in Flint, Michigan, where she studied mechanical engineering.

Jennifer and husband Jim are parents to son Justin, daughter Jordan, and twin daughters Jenna and Julia. Jennifer enjoys the outdoors, gardening, biking, boot camp-style workouts and reading. She is active in her church’s music ministry and serves on the local area Young Life committee.

Your Team

Team member

Bev Swinehart

Client Services Associate

Beverly Swinehart is a well experienced client service associate that recently joined our team. She comes to us from another investment firm and also has over 35 years of experience working with a local accounting firm. She has an A.S.B. degree in Accounting from Thompson Institute.

Bev and her husband live in the Lewisburg area. They enjoy doing things outdoors together.

Your Team

Team member

Ron Dreese

Bio coming soon!

Your Team

  • Team member

    Darin Koss, CFP®, AAMS®

    Wealth Management Advisor

    Managing Partner

    READ MORE

    With a focus on the big picture as well as all the details, Darin helps our clients and their families develop a clear understanding of what money means to them, so they can put together a plan and strategy to accomplish their goals.

    Drawing on the leadership skills and financial acumen developed since 1991 as his clients’ trusted advisor, he established Koss Financial Group, now Tower Wealth Partners, in 2005, and serves as its managing partner and senior financial advisor.

    Darin is a graduate of the University of Michigan at Ann Arbor with a Bachelor of Science degree in finance and marketing. He also holds the Accredited Asset Management Specialist designation from the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER Professional. Darin was named to the 2020 edition of the Forbes Best in State Wealth Advisors list

    A firm believer in giving back to the community, Darin has served on the boards of Young Life, Expectations Women’s Center, local radio station WGRC, and the Union County Red Cross. He and his family have been actively involved in their church’s music programs, missions, youth and college ministries.

    Darin and his wife Lisa live in Lewisburg. They have four children—Adam, Haley, Chelsea and Hannah—all out of the house –and have 3 grandchildren. An avid music lover, Darin also enjoys travel and all types of sports—golf, lifting weights, running, biking, basketball and football and of course- great food and drinks!

     The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

  • Team member

    Jared Kohl, RICP®

    Wealth Management Advisor

    Partner

    READ MORE

    Jared makes certain each of our clients knows he has clearly heard their most important thoughts and concerns about their future. He leads them through difficult discussions and helps them, for example, to discuss and define what their vision of retirement looks like and asks each spouse to describe what they think their retirement should look like. For many couples, this may be the first time they have ever had this kind of conversation, enabling them to think about the possibilities and build that vision together.

    Originally from the Northumberland, Point Township community, Jared grew up as a member of the 4th generation of Furmano Foods, Inc. He graduated from The Pennsylvania State University and started his financial services career with AIG SunAmerica Securities in 2001 in the Pittsburgh area. In 2003, he moved to Richmond, VA and in just two years was able to open an office, Creative Financial Designs. It was during this time in Richmond that Jared met his beautiful wife, Tracy. In 2006 they returned to Pennsylvania to join Koss Financial Group, now Tower Wealth Partners.

    Jared and Tracy reside in Lewisburg with their four children—Alivia, Jack, Logan, and Meredith. Jared Currently serves as the vice president of the Greater Susquehanna Valley Penn State Alumni Chapter, and also a deacon at Reformed Baptist Church of Lewisburg. Jared is an avid fan and supporter of Penn State and enjoys all sports, especially golf, football and basketball.

  • Team member

    Haley Koss, AAMS®

    Wealth Management Advisor

    READ MORE

    Haley has an eye for the details, and a constant desire to learn and develop the knowledge to help clients design a financial plan that allows them to achieve their goals. Her strong suit is her ability to take the more complex concepts inherent to this industry and break them down to deliver a more simplified yet impactful solution for each client’s unique situation.

    Haley graduated from the University of Pittsburgh in 2015, with a B.S. degree in Finance and Accounting, and a certificate in International Business. She decided to move back to the area from Nashville, TN in 2019 to join the team as the newest wealth management advisor.

    Born and raised here in Lewisburg, Haley now lives downtown with her golden retriever, Penny and is looking for different ways to get involved in the local communities. The things she enjoys most are spending time with family, all things health and wellness, learning new languages, and traveling the world any chance she gets.

  • Team member

    Jim Thomas, CIMA®

    Research & Trading specialist

    READ MORE

    Jim’s careful attention to detail and strong analytical and organizational skills serve our clients well, although most of his work is done behind the scenes. His areas of focus include constructing and monitoring our clients’ portfolios, leading and providing research and analysis for our Investment Committee, and carefully managing the daily inflows and distributions in our clients’ accounts.

    After completing his bachelor’s degree in mechanical engineering from Kettering University in Flint, MI, Jim earned his master’s in engineering from the University of Michigan in Ann Arbor. He developed his analytical skills during more than 20 years in the automotive industry before relocating from Michigan to Pennsylvania to join Koss Financial Group, now Tower Wealth Partners.

    Jim and his wife Jennifer live in Lewisburg, where they enjoy the small-town charm and the natural beauty the area has to offer. They have four grown children—Justin, daughter Jordan, and twin daughters Jenna and Julia. Jim sings at church and plays drums, is involved in the local Young Life chapter, enjoys an occasional round of golf and biking, and will interrupt most activities to watch University of Michigan football. Go Blue!

  • Team member

    Tara Evans

    Client services Advocate

    READ MORE

    Tara joined Koss Financial Group/Tower Wealth Partners in the summer of 2000, after having worked previously as an RN in oncology and hospice. She is the office extrovert and loves getting to know our clients, and long before we had caller ID, she could readily identify a lot of our clients by the sound of their voice. She aims to give personalized attention with her ability to recall details about our clients’ lives.

    Tara helps maintain our client database, and besides opening and maintaining accounts, she is active in assisting clients with the set up and maintenance of income disbursements, the transferring of assets, and the set-up of client appointments. She especially enjoys researching things for clients like the history of asset ownership.

    Central Pa has been her home for over 28 years, with 14 of those years in Lewisburg. While not at the office, she enjoys reading, music, church, and spending time with her husband Ravi and daughter Renna, and of course her 3 cats.

  • Team member

    Lisa Rider

    Client Services Coordinator

    READ MORE

    Appreciated for her initiative and organizational skills, Lisa keeps our clients’ information updated, and assists them in setting up online access to their accounts. She particularly enjoys interacting with our clients and paying attention to what is going on in their lives.

    With a background in human resources, payroll and technology, Lisa joined Koss Financial Group in 2004. She is an important member of our client services team, working with the home office to stay up-to-date with compliance operational issues.

    Lisa lives in Selinsgrove with her husband Dale. She enjoys spending time with her family, including her three children—Brianna, Brett and Jake; and loves to travel.

  • Team member

    Jen Thomas

    Paraplanner

    READ MORE

    As our paraplanner and data manager, Jennifer helps put together and maintain our clients’ investment plans, keeping up with any changes in our clients’ needs and goals. She also makes certain that all information is saved and stored appropriately in our database and manages our client communications.

    Jennifer joined Koss Financial Group, now Tower Wealth Partners, in November 2007 after having moved to Lewisburg from her native Michigan. She attended Kettering University in Flint, Michigan, where she studied mechanical engineering.

    Jennifer and husband Jim are parents to son Justin, daughter Jordan, and twin daughters Jenna and Julia. Jennifer enjoys the outdoors, gardening, biking, boot camp-style workouts and reading. She is active in her church’s music ministry and serves on the local area Young Life committee.

  • Team member

    Bev Swinehart

    Client Services Associate

    READ MORE

    Beverly Swinehart is a well experienced client service associate that recently joined our team. She comes to us from another investment firm and also has over 35 years of experience working with a local accounting firm. She has an A.S.B. degree in Accounting from Thompson Institute.

    Bev and her husband live in the Lewisburg area. They enjoy doing things outdoors together.

  • Team member

    Ron Dreese

    READ MORE

    Bio coming soon!

Our Certifications and What They Mean to You

  • Why work with a CFP
  • Why an RICP specialist should be important to you
  • What does AAMS mean to you
  • Why CIMA

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