Adrienne serves as a Financial Advisor providing financial planning and investment management services for a variety of clients. Prior to joining Cozad in 2019, Adrienne worked in the financial planning industry for 11 years, most recently as a CERTIFIED FINANCIAL PLANNER™ practitioner.
She graduated with honors from Greenville University with a Bachelor of Arts degree in Business Management and Spanish. She went on to complete the Certificate in Personal Financial Planning program through the Institute of Personal Financial Planning at Kansas State University, and earned a CERTIFIED FINANCIAL PLANNER™ designation in 2003.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management is independently owned and operated. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.
For important information related to Cozad Asset Management Inc., refer to the Cozad Asset Management Inc.'s Client Relationship Summary (Form CRS).
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.