Kimberly S. Cozart

Kimberly S. Cozart is a Certified Public Accountant, Certified Financial Planner ® and has obtained several licenses. She received her BA in Accounting from NC State University and was honored with the AICPA Certificate of Achievement in Personal Financial Planning. Kim is the co-founder and chair for the Cozart and Edwards Scholarship Fund and a former board member for the Granville Education Foundation. Kim believes that as your trusted tax professional she has by far the most extensive knowledge of a client’s financial situation and is the logical choice for a trusted asset management professional. Her knowledge of the client’s personal situation and careful individual analysis enables her to help clients invest in a solution that truly fits each person’s unique financial need.