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 Illinois in 2009 with her Bachelor’s and Certificate degrees in Accountancy. Regan spent over ten years working at Martin Hood, LLC in Champaign with an emphasis on tax. Regan assists with tax preparation and planning for businesses and high-net-worth individuals prior to joining the Cozad team in 2021.
