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 Accounting Science degree with a concentration in data analytics from the University of Illinois. Aaron is also a Certified Public Accountant in the state of Illinois.
Aaron joined Cozad in September 2022 after working for one year at a public accounting firm.
