Team Members
We invite you to learn more about our financial professionals. For biographical information, please click on the names of the team members listed below.
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Gregory D. Cozad, CFP®
Chief Executive Officer, President
Contact
greg@cozadassetmgmt.com
217-356-8363
800-437-1686 -
Ron Kiddoo, CPA
Chairman of the Board, Chief Investment Officer
Contact
ronk@cozadassetmgmt.com
217-356-8363
800-437-1686 -
Mary McGrath, CPA, CFP®
Executive Vice President, Portfolio Manager
Contact
mary@cozadassetmgmt.com
217-356-8363
800-437-1686 -
Stuart Meacham, CPA, ChFC
Chief Operating Officer
Contact
stu@cozadassetmgmt.com
217-356-8363
800-437-1686 -
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Bryant Evans, MBA
Portfolio Manager, Investment Adviser
Contact
bryant@cozadassetmgmt.com
217-356-8363
800-437-1686 -
Raymond Heinrich, CLU
Director of Insurance Services
Contact
ray@cozadassetmgmt.com
217-356-8363
800-437-1686 -
Craig Kiddoo, CPA
Director of Information Technology
Contact
craig@cozadassetmgmt.com
217-356-8363
800-437-1686 -
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Lee Smith, CFP®
Vice President, Director of Trading
Contact
lee@cozadassetmgmt.com
217-356-8363
800-437-1686 -
Anne Storsved, CPA, CFP®, CFA
Director of Tax and Financial Planning, Portfolio Manager
Contact
anne@cozadassetmgmt.com
217-356-8363
800-437-1686 -
James Vermette, CFP®
Executive Vice President, Director of Special Accounts
Contact
jim@cozadassetmgmt.com
217-356-8363
800-437-1686 -
