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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. She is also a registered representative of M Holdings Securities, Inc. and holds an insurance license. Prior to joining Cozad in 1998, Anne worked in the tax department of a Central Illinois CPA firm.
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.
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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.