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