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 on our Investment Committee and, in this capacity, specializes in researching and evaluating investments.
Anne graduated with distinction from Indiana University in 1991 with a Bachelor of Science in Business. While at Indiana University, Anne was captain of the women’s swim team for two seasons. She received a Master of Science in Kinesiology from the University of Illinois in 1992. She is a Certified Financial Planner™ and a licensed Certified Public Accountant in the state of Illinois. In 2006, Anne earned the Chartered Financial Analyst® designation. Prior to joining Cozad in 1998, Anne worked in the tax department of a Central Illinois CPA firm.
