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Kellie Cozzens

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.


Bachelor of Science, Southern Utah University

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Las Vegas

7201 W. Lake Mead Blvd.
Suite 110
Las Vegas, NV 89128

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning