Experienced Team
OUR PEOPLE
Here to serve you.
The team at Cozad consists of over 22 financial professionals with an average of 20+ years of experience, including 11 CPAs, and 13 Certified Financial Planner™ practitioners. We have approximately $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
Business Development Associate
TRENT MEACHAM
Business Development Associate
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, CFP®
Investment Advisor
REGAN FRAZIER, CPA, CFP®
Investment Advisor
BRENT SCHLUTER, CPA, CFP®
Investment Advisor
BRENT SCHLUTER, CPA, CFP®
Investment Advisor
Aaron Schluter, CPA
Wealth Management Associate
Aaron Schluter, CPA
Wealth Management Associate
DON CASPER
Investment Advisor
DON CASPER
Investment Advisor
JAMES VERMETTE, CFP®
Investment Advisor
JAMES VERMETTE, CFP®
Investment Advisor
Assistants
Maddie Ambrose – Assistant to Anne Storsved, Brett Anderson and Dae Kang
Erica Canamore – Assistant to Mary McGrath, Katie Buerkett and Regan Frazier
Sandy Clarkson – Assistant to Ray Heinrich
Rina Lee – Assistant to Bryant Evans, Steve Gardner, Jack Earley and Adrienne Olson
Sheryl Morris – Assistant to Greg Cozad, Stu Meacham, Lee Smith, Craig Kiddoo and Brent Schluter
Melanie Rogan – Assistant to Ron Kiddoo
Peg Schluter – Assistant to Jim Vermette, Don Casper and Dean Puyear