Steve Gardner
Steve is a CERTIFIED FINANCIAL PLANNER™ responsible for coordinating the financial affairs of a select group of families and businesses throughout the nation. Steve is experienced in partnering with clients to address financial planning, retirement planning, estate planning, tax planning and other tailored planning needs. Prior to transitioning to a career in financial planning in 2008, Steve […]
Katie Buerkett
Katie Buerkett serves as an Investment Advisor working directly with Mary McGrath. She provides various portfolio management, financial planning, and tax preparation services to help meet our clients’ needs. Katie 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 […]
Brett Anderson
Brett Anderson serves as an InvestmentAdvisor and Portfolio Manager. He provides a variety of investment management, financial planning, and tax preparation services to help clients identify and achieve their financial goals. He manages Cozad’s Enhanced Index Strategy ETF portfolios. He is also a Certified Public Accountant in the state of Illinois and a CERTIFIED FINANCIAL […]
Adrienne Olson
Adrienne serves as an Investment Advisor providing financial planning and investment management services for a variety of clients. She also maintains her Illinois Life and Health licenses, which enable her to work in a holistic manner. Prior to joining Cozad in 2019, Adrienne worked in the financial planning industry for 11 years, most recently as […]
Jack Stewart Earley
Jack is a Certified Financial Planner™ responsible for providing financial planning and asset management services. He began with Cozad in March 2012 following a 28-year career as a financial advisor. Jack earned a Master’s degree from Wheaton College, Bachelor’s degree from Huntington College and Bachelor’s in Theology from Mt. Vernon Bible College. Prior to his career […]
Peg Schluter
Peg Schluter serves as Manager of Brokerage Operations and has been with our firm since 1991. She supervises the day-to-day operations, making sure client accounts and transactions are processed correctly and efficiently, resolving any issues or concerns as they arise. She is also involved with the securities trading for client accounts on a daily basis. […]
J. Bryant Evans
Bryant serves as an investment advisor, with responsibilities in portfolio management, investment analysis, and financial planning. His strengths are in stock analysis and portfolio construction. Bryant created and manages our U.S. Equity Income and International Equity Income stock portfolios. In addition, Bryant offers broad, diversified wealth management to families and corporations. He serves on both […]
Anne Storsved
As our Director of Tax and Financial Planning and a portfolio manager, Anne provides comprehensive financial planning, asset management and tax services for a variety of individual and corporate clients. She is also responsible for Managed Tax Services LLC, our wholly owned subsidiary that provides tax and accounting services to individuals and companies. Anne serves […]
S. Craig Kiddoo
Craig is an investment advisor at Cozad responsible for providing financial and tax planning and asset management services. He also serves as our Chief Compliance Officer and Director of Information Technology. He has extensive experience in accounting, taxes, technology infrastructure, technology security and technology support. He joined Cozad in March 2008. Craig is a University […]
Lee Smith
Vice President Lee Smith is a CERTIFIED FINANCIAL PLANNER™ and has a number of key responsibilities, including serving as a portfolio manager and Director of Fixed Income Trading. He is also a mutual fund analyst. After attending the University of Illinois, Lee served in the United States Army and was awarded the Bronze Star in Vietnam. […]