Doug Canfield
Doug is a Certified Public Accountant licensed in the state of Illinois. He graduated with high honors from the University of Illinois in 2000 with a Bachelor of Science in Accountancy. Doug spent over 24 years at a public accounting firm where he did tax preparation and planning for individuals and businesses.
Don Casper
Don designs and implements investment recommendations for both individuals and qualified plans. Don puts his more than 39 years of financial experience to good use helping our clients achieve their financial goals by selecting and monitoring portfolios to take advantage of opportunities without incurring undue risk. Don earned a bachelor’s degree from Bradley University, where […]
Bob Warth
Bob Warth manages Cozad’s Business Advisory Services department, which offers controllership, bookkeeping, payroll, sales tax, and QuickBooks support services. This work also directly assists clients with business and individual tax planning and preparation. Bob graduated from Illinois Wesleyan University with a bachelor’s degree in accounting and is a certified public accountant. He worked in both […]
Aaron Schluter
As a Wealth Management Associate for the firm, Aaron provides a variety of services for our clients, including: financial planning, retirement planning, tax preparation, tax planning, and business advisory services. Aaron graduated from the University of Illinois with highest honors in 2019 with a Bachelor’s degree in Accountancy. Shortly after, he earned his Master of […]
Brent Schluter
As an Investment Advisor and Portfolio Manager for the firm, Brent provides a variety of financial planning, portfolio management and tax preparation services for clients to assist them in achieving their financial goals. Brent’s work as a portfolio manager involves running a screening process to analyze the universe of mutual funds and ETFs, using both […]
Regan Frazier
Regan Frazier serves as an Investment Advisor working directly with Mary McGrath and Katie Buerkett. She provides financial planning and tax preparation services to help meet our clients’ needs. Regan is a Certified Public Accountant in the state of Illinois and also a CERTIFIED FINANCIAL PLANNER™. She graduated with high honors from the University of […]
Raymond Heinrich
Working with our other financial professionals to make sure our clients have the appropriate levels of life, long term care, and disability insurance is Ray’s responsibility as our Director of Insurance Operations. Helping clients have the right amount of insurance for financial and estate planning is an excellent example of how we look out for […]
Braden Anderson
As Chief Financial Officer Braden manages the accounting, finance and human resources operations for the company. Braden graduated from the University of Illinois with a Bachelor’s degree in Finance in 2014, and later graduated from the Master of Divinity program at Lincoln Christian University 2017. Prior to joining Cozad in 2016, Braden worked for three […]
Trent Meacham
As a Business Development Associate, Trent’s focus is on client services and relationship building. He is also an Investment Advisory Representative for Cozad Asset Management, Inc. Trent joined Cozad in September of 2019 after a nine year professional basketball career throughout Europe. A former walk-on turned starter and team captain at the University of Illinois, […]
Dae Kang
Dae W. Kang serves as an Investment Advisor at Cozad where he provides a variety of financial planning, investment management, tax planning and preparation services for high net worth individuals and businesses. Prior to joining Cozad in November of 2021, Dae worked at a public accounting firm for over 19 years where he was a […]
