Experienced Team

We are a collaborative group of investment advisors, CPAs, and CFP®s that has the experience and expertise to handle the unique , diverse, and evolving needs of our clients. Our team is capable of providing a full range of financial services. With our investment advisors averaging over 20 years with Cozad, we’re committed to building genuine, trusted, long-term relationships both within our team and with our clients. We continue to grow our team with experienced and emerging financial professionals, allowing us to serve individuals that are just beginning as well as multi-generational families that are continuing their legacy. Yes, we’re in the business of maximizing values. But we’re also in the business of trust, empathy, and meaningful relationships. With over five decades in business, Cozad’s experienced team has your best interests, intentions, and goals in mind. Wherever you are in your financial journey.