Cozad Asset Management Inc. -

Cozad’s on social media! Please check us out and follow us on LinkedIn, Facebook and Instagram for company updates, personal interests, community involvement, and financial education.

Meet our Director of Tax, Portfolio Manager, Inves

Meet our Director of Tax, Portfolio Manager, Investment Advisor, & a member of our Board of Directors - Anne Storsved (CPA, CFP®, CFA®)

Anne began at Cozad in 1998. She leads Managed Tax Services LLC, our wholly owned subsidiary, which provides tax and accounting services to individuals and organizations. She also serves on our investment committee and provides financial planning and wealth management services for clients.

Time flies! When Anne got started at Cozad, her oldest son was 3 months old. He’s now engaged and beginning work towards his PhD! Keeping it in the family, her father and brother are colleagues at our firm.

Anne was a collegiate swimmer at Indiana University – and apparently likes punishment -- as she currently “enjoys” CrossFit 😉. For a change of pace, she enjoys golfing.

#Cozad #LetsAimHigher 📈

Tax considerations are a crucial piece in financia

Tax considerations are a crucial piece in financial planning and investment decisions. Does your financial advisor understand your tax situation?

#comprehensivefinancialplanning #holisticfinancialplanning #Cozad #LetsAimHigher 📈

The U.S. Equity Income Strategy is one of several

The U.S. Equity Income Strategy is one of several proprietary investment strategies we offer. Please leave us a message or give us a call if you’d like to connect with one of our financial professionals to learn more! #investing #letsaimhigher

*Investments involve risk and may lose money. Past performance is not indicative of future performance. For further information please visit our website: cozadasset.com

Meet our Director of Insurance - Ray Heinrich, CLU

Meet our Director of Insurance - Ray Heinrich, CLU

Ray’s been in the game since 1968! 👀

He joined Cozad in 1980 and works with our financial professionals to help make sure our clients have the appropriate levels of life, long term care, and disability insurance. He’s a Registered Representative of M Holdings Securities, Inc. and holds the Chartered Life Underwriter (CLU) designation.

He and his wife, Cris (who also worked at Cozad from 1978 - 2014), have been married 55 years 🥂! They spend much of their time at their lake house, enjoying the water and some fishing!

Here’s to decades of service from Ray! 🙌🏼

#Cozad #LetsAimHigher #legacy

471025.1

Follow us on Instagram

Facebook

LinkedIn

Instagram