Katie Buerkett serves as a Senior Wealth Management Specialist working directly with Mary McGrath. She provides various asset management, financial planning, and tax preparation services to help meet our clients’ needs.
Katie is a Certified Public Accountant in the state of Illinois. She graduated with high honors from the University of Illinois in 2009 with her Bachelor’s degree in Accountancy. She then earned her Master’s degree in Accountancy from the University of Illinois in 2010. Katie spent several years in the KPMG Chicago office working in their Federal Tax Practice with a focus on the alternative investments space, particularly real estate investment funds. She subsequently spent five years with Bank of America Corporation in their corporate headquarters located in Charlotte, NC. Katie worked in a variety of capacities within the Bank’s Corporate Tax Department fulfilling tax compliance, planning and advisory functions.
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.