Michael A. Cozad, CFP®, MSFS

Financial Planner

Michael is a Financial Planner committed to providing clients with practical and unbiased financial strategies to help achieve their goals. Michael holds a B.S. in Business (Financial Services) from Wright State University and an M.S. in Financial Services from the Institute of Business & Finance. Michael is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association (FPA), and serves as a peer reviewer for the “Journal of Financial Planning.”

He holds these securities registrations:

  •         Series 7 (General Securities Representative) 
  •         Series 66 (Uniform Combined State Law)
  •         Ohio Life, Accident and Health Insurance
Phone 937.431.8010
Fax 937.431.8020