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Kellie

Cozzens

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picture of a planner

Here to act in your best interests

About me

I am passionate about helping my clients make their financial goals a reality. We work together, building a holistic plan to help achieve what's most important to them. In my spare time, I enjoy the outdoors and spending time with family.

Certifications

Chartered Retirement Planning Counselorâ„¢

Education

Bachelor of Science, Communications - Southern Utah University

Master of Business Administration - Southern Utah University

Visit one of our Locations

Las Vegas

1700 S. Pavilion Center Drive

Suite 350

Las Vegas, NV 89135

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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