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 Kang
Dae W. Kang serves as an Investment Advisor at Cozad where he provides a variety of financial planning, investment management, tax planning and preparation services for high net worth individuals and businesses. Prior to joining Cozad in November of 2021, Dae worked at a public accounting firm for over 19 years where he was a […]
Katie Buerkett
Katie Buerkett serves as an Investment Advisor working directly with Mary McGrath. She provides various portfolio management, financial planning, and tax preparation services to help meet our clients’ needs. Katie 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 […]
Brett Anderson
Brett Anderson serves as an InvestmentAdvisor and Portfolio Manager. He provides a variety of investment management, financial planning, 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 […]
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
Chief Operating Officer, Stu Meacham, oversees the administration of our investment advisory services. Stu also 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 […]
