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.
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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