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 PLANNER™
Brett graduated from the University of Illinois in 2012, earning Bachelor’s degrees in Accountancy and Finance with Bronze Tablet honors. After graduating, he worked for a consulting company in Chicago before joining Cozad in 2014. In May of 2017, Brett earned a Master of Divinity degree from Lincoln Christian University.
