Senior Vice President–Wealth Management
Mike Kozak has 20 years experience in financial services working as a Senior Vice President of Investments in the Pepper Pike, Ohio branch.
Our team's main area of focus is in investment consulting services. We strive to understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make.
Mike received a B.S. in Finance from the University of Toledo and earned his Series 7, 63, 65 and insurance professional licenses. Mike enjoys traveling, golf and spending time with his wife, Jenni, and their three children Aidan, Emma, and Laney.