BRETT ANDERSON, CPA, CFP®

Brett Anderson serves as a Financial Advisor and Portfolio Manager. He provides a variety of financial planning, investment management, and tax preparation services to help clients identify and achieve their financial goals. He manages Cozad’s Enhanced Index Strategy ETF portfolios.

He is also a Certified Public Accountant in the state of Illinois and a CERTIFIED FINANCIAL PLANNER™

Brett graduated from the University of Illinois in 2012, earning Bachelor’s degrees in Accountancy and Finance with Bronze Tablet honors. After graduating, he worked for a consulting company in Chicago before joining Cozad in 2014. In May of 2017, Brett graduated from the Master of Divinity program at Lincoln Christian University.