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.
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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