Experienced Team
Our History
Longevity…
V. Dale Cozad was successful in the insurance industry, but he wanted to serve clients better and more broadly. In 1972, he founded Cozad Asset Management, Inc. to do just that. Driven and innovative, Dale was committed to building a strong team. In the early 1980s, he hired three key individuals — Ron Kiddoo, Mary McGrath and Stu Meacham — who along with his son, Greg, are still leading the company today.
At Cozad, we value long-standing relationships, both internally and amongst clients. Our team is capable of providing a full-range of financial services. We have a unique makeup of experienced and emerging Certified Financial Planners™, CPAs and other financial professionals allowing us to serve individuals just beginning as well as multi-generational families.
