Experienced Team

OUR PEOPLE

Here to serve you.

The team at Cozad consists of over 20 financial professionals with an average of 20+ years of experience, including 10 CPAs and 11 Certified Financial Planner™ practitioners.  We have over $1.7 billion in assets under management.  Our home base is in Champaign, IL, but our reach spans the U.S., serving clients in over 40 states.

We have the experience to handle the unique and diverse needs of our clients.  It’s all a part of our commitment to genuine, trusted, long-term relationships.  Because people might not care what you know- until they know that you care.

Connect with any individual here: Contact Us

GREGORY D. COZAD, CFP®

Chief Executive Officer, President & Investment Advisor

GREGORY D. COZAD, CFP®

Chief Executive Officer, President & Investment Advisor

MARY MCGRATH, CPA/PFS, CFP®

Executive Vice President, Portfolio Manager & Investment Advisor

MARY MCGRATH, CPA/PFS, CFP®

Executive Vice President, Portfolio Manager & Investment Advisor

RON KIDDOO, CPA

Chairman of the Board, Chief Investment Officer & Investment Advisor

RON KIDDOO, CPA

Chairman of the Board, Chief Investment Officer & Investment Advisor

STUART MEACHAM, CPA, ChFC

Chief Operating Officer & Investment Advisor

STUART MEACHAM, CPA, ChFC

Chief Operating Officer & Investment Advisor

LEE SMITH, CFP®

Vice President, Portfolio Manager & Investment Advisor

LEE SMITH, CFP®

Vice President, Portfolio Manager & Investment Advisor

S. CRAIG KIDDOO, CPA

Chief Compliance Officer, IT Director & Investment Advisor

S. CRAIG KIDDOO, CPA

Chief Compliance Officer, IT Director & Investment Advisor

ANNE STORSVED, CPA, CFP®, CFA®

Director of Tax, Portfolio Manager & Investment Advisor

ANNE STORSVED, CPA, CFP®, CFA®

Director of Tax, Portfolio Manager & Investment Advisor

J. BRYANT EVANS, MBA

Portfolio Manager & Investment Advisor

J. BRYANT EVANS, MBA

Portfolio Manager & Investment Advisor

PEG SCHLUTER, CFP®

Operations Manager & Investment Advisor

PEG SCHLUTER, CFP®

Operations Manager & Investment Advisor

JACK STEWART EARLEY, CFP®

Investment Advisor

JACK STEWART EARLEY, CFP®

Investment Advisor

ADRIENNE OLSON, CFP®

Investment Advisor

ADRIENNE OLSON, CFP®

Investment Advisor

BRETT ANDERSON, CPA, CFP®

Portfolio Manager & Investment Advisor

BRETT ANDERSON, CPA, CFP®

Portfolio Manager & Investment Advisor

KATIE BUERKETT, CPA, CFP®

Investment Advisor

KATIE BUERKETT, CPA, CFP®

Investment Advisor

STEVE GARDNER, CFP®

Investment Advisor

STEVE GARDNER, CFP®

Investment Advisor

DAE KANG, EA

Investment Advisor

DAE KANG, EA

Investment Advisor

TRENT MEACHAM

Executive Relationship Director

TRENT MEACHAM

Executive Relationship Director

BRADEN ANDERSON

Chief Financial Officer

BRADEN ANDERSON

Chief Financial Officer

RAYMOND HEINRICH, CLU®

Director of Insurance Services

RAYMOND HEINRICH, CLU®

Director of Insurance Services

REGAN FRAZIER, CPA

Wealth Management Associate

REGAN FRAZIER, CPA

Wealth Management Associate

BRENT SCHLUTER, CPA

Wealth Management Associate

BRENT SCHLUTER, CPA

Wealth Management Associate

DON CASPER

Investment Advisor

DON CASPER

Investment Advisor

JAMES VERMETTE, CFP®

Investment Advisor

JAMES VERMETTE, CFP®

Investment Advisor

Assistants

Erica Canamore – Assistant to Mary McGrath

Sandy Clarkson – Assistant to Ray Heinrich and Trent Meacham

Rina Lee – Assistant to Bryant Evans, Steve Gardner, Jack Earley and Adrienne Olson

Sheryl Morris – Assistant to Greg Cozad, Stu Meacham, Lee Smith and Craig Kiddoo

Melanie Rogan – Assistant to Ron Kiddoo

Maddie Routh – Assistant to Anne Storsved and Brett Anderson

Professional Designations: