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We are thinking of and praying for our clients and

We are thinking of and praying for our clients and everyone in Florida and throughout the Southeast being affected by this storm. Stay safe and stay strong.

How can we help you?? #Cozad #FinancialPlanning #

How can we help you??

#Cozad #FinancialPlanning #WealthManagement #Investing #Taxes #Insurance #LetsAimHigher

*Tax Preparation Services Provided by Managed Tax Services, LLC, a wholly owned subsidiary of Cozad Asset Management, Inc.

Congrats to our very own Katie Buerkett for being

Congrats to our very own Katie Buerkett for being named to the Central Illinois Business Magazine’s Forty Under 40 List!

Katie, CPA & CFP® is a Champaign native and graduate of the U of I. She then worked in accounting in Chicago and Charlotte before returning “home” with her husband and 3 children to join the Cozad team as an Investment Advisor. Katie works directly with our Executive VP Mary McGrath and provides investment management, financial planning, and tax services to our clients.

Well-deserved honor and just the beginning for Katie! 🚀

#Cozad #Fortyunder40 #LetsAimHigher

Our team at Cozad enjoyed tailgating and cheering

Our team at Cozad enjoyed tailgating and cheering on our Illini Football team to a victory on Saturday! 🔶🔷

It's tough to beat fall Saturdays full of college football, friends, and food! 🏈

#Cozad #famILLy #LetsAimHigher

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