Douglas Cozad, MBA, CFP^®, AIF

Executive Planner

How long have you been working in your field?

30 years

What are your areas of focus?

Do you plan on retiring? If so, when? How do you feel about it?

I plan on retiring in 5 years, but I have been saying that for 11 years.

Tell me about how you got into your line of work.

I changed careers to financial advising after working for seven large companies and discovering that did not work for me.

What are you most passionate about professionally? Personally?

I am most passionate about following Jesus Christ and mentoring younger men in their faith journey.

Fun Fact:

I saw the coronation of Queen Elizabeth II, in person.

Family info:

I’ve been married for 46 years, have two daughters, two son-in-law’s and five grandchildren.