Get to know our leadership team

Leadership at the Ballantyne office is dedicated to doing good for our clients, employees and community.

Photo of Financial Advisor Michael Cozier

Michael Cozier

CFP®, ChFC®, RICP®

Financial Advisor

Our team specializes in working with driven, successful professionals and families looking for financial guidance, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and wealth preservation to help people build a strong financial foundation for their lives. We all get better with accountability and a well comprised financial plan.

Get to know our advisors and representatives.