Steve Gardner, CFP®
Steve is a CERTIFIED FINANCIAL PLANNER™ responsible for coordinating the financial affairs of a select group of families and businesses in several states throughout the nation. Steve prefers to keep a comprehensive perspective in mind, and enjoys collaborating with clients alongside an experienced Cozad team to address financial planning, retirement planning, estate planning, tax planning and other tailored planning needs. Additionally, Steve is experienced with coordinating the management and ongoing monitoring of client investment portfolios. Steve enjoys working with clients who are driven, appreciate establishing and achieving meaningful goals, and are enjoyable people to share time with.
Steve began his work with Cozad in December 2010 after serving as a submarine officer in the US Navy for over 6 years and a financial advisor with another firm for over 2 years. He is a Registered Representative of M Holdings Securities, Inc.
Steve has a Bachelor's in Mechanical Engineering from the University of Illinois, holds securities registrations, and is licensed as a life and health insurance producer.
Steve has served as Chairman of the Board of Directors for the Champaign-Urbana Schools Foundation; a Board member of the Champaign West Rotary Club; and a member of the Eastern Illinois Estate Planning Council. Steve currently serves as a member of the community engagement team with Champaign Urbana Cradle to Career.