Doug Canfield
Doug is a Certified Public Accountant licensed in the state of Illinois. He graduated with high honors from the University of Illinois in 2000 with a Bachelor of Science in Accountancy. Doug spent over 24 years at a public accounting firm where he did tax preparation and planning for individuals and businesses.
Bob Warth
Bob Warth manages Cozad’s Business Advisory Services department, which offers controllership, bookkeeping, payroll, sales tax, and QuickBooks support services. This work also directly assists clients with business and individual tax planning and preparation. Bob graduated from Illinois Wesleyan University with a bachelor’s degree in accounting and is a certified public accountant. He worked in both […]
Aaron Schluter
As a Wealth Management Associate for the firm, Aaron provides a variety of services for our clients, including: financial planning, retirement planning, tax preparation, tax planning, and business advisory services. Aaron graduated from the University of Illinois with highest honors in 2019 with a Bachelor’s degree in Accountancy. Shortly after, he earned his Master of […]
Brent Schluter
As an Investment Advisor and Portfolio Manager for the firm, Brent provides a variety of financial planning, portfolio management and tax preparation services for clients to assist them in achieving their financial goals. Brent’s work as a portfolio manager involves running a screening process to analyze the universe of mutual funds and ETFs, using both […]
Regan Frazier
Regan Frazier serves as an Investment Advisor working directly with Mary McGrath and Katie Buerkett. She provides financial planning and tax preparation services to help meet our clients’ needs. Regan is a Certified Public Accountant in the state of Illinois and also a CERTIFIED FINANCIAL PLANNER™. She graduated with high honors from the University of […]
Dae W. Kang
Dae serves as Co-Chief Executive Officer alongside Brett Anderson. Dae and Brett chart the overall strategic direction of the company and guide the growth of all its operations, including asset management, tax preparation, and new business initiatives. Dae also serves as President for the firm. Dae is an Investment Advisor at Cozad where he provides […]
Katie Buerkett
Katie serves as Executive Vice President and is an Investment Advisor and Portfolio Manager. She provides comprehensive portfolio management, financial planning, and tax preparation services tailored to meet the unique needs of her clients. Katie is a Certified Public Accountant in the state of Illinois and a CERTIFIED FINANCIAL PLANNER® practitioner. She graduated with high […]
Brett Anderson
Brett serves as Co-Chief Executive Officer alongside Dae Kang. Brett and Dae chart the overall strategic direction of the company and guide the growth of all its operations, including asset management, tax preparation, and new business initiatives. Brett also serves as Chief Investment Officer for the firm, as well as an Investment Advisor and Portfolio […]
S. Craig Kiddoo
Craig is an investment advisor at Cozad responsible for providing financial and tax planning and asset management services. He also serves as our Chief Compliance Officer and Director of Information Technology. He has extensive experience in accounting, taxes, technology infrastructure, technology security and technology support. He joined Cozad in March 2008. Craig is a University […]
Stuart Meacham
Stu Meacham assists high net worth clients with wealth management and tax preparation services. A 1978 honors graduate of the University of Illinois with a degree in accounting, Stu earned the Chartered Financial Consultant diploma and certification. He also holds Illinois licenses as a Certified Public Accountant and life and health insurance producer. Before joining […]
