Mary Frances McGrath

Ms. Mary F.
McGrath, CPA, is an Executive Vice President & Portfolio Manager at Cozad Asset Management, Inc. She has provided firm's clients sound financial advice for more than three decades.
Her primary focus is retirement and estate planning for high net worth individuals, including professionals, physicians, retirees, widows and divorcees.
She is also a registered representative with M Holdings Securities, Inc. Ms. McGrath graduated with highest honors from the University of Illinois with a Bachelor’s Degree in accounting.
She received a national honor for scoring in the top 1/10 of 1 percent on the exam for certified public accountants and was a tax partner in a national accounting firm before joining Cozad in 1985.
Her professional affiliations include membership in the American Institute of CPAs, the Estate Planning Council, the Executive Club of Champaign County and the Financial Planning Association.
She is a Certified Financial Planner, She received her undergraduate degree from the University of Illinois.