Cozy came to us after being a Financial Associate at Fidelity for 3 years. He has a background in servicing client needs with withdrawals and investments. He is a graduate from the University of Cincinnati, where he obtained a bachelor’s degree in Business Entrepreneurship. This allowed him insight into every phase of a business lifecycle: from development through expansion, with the growing pains in between. This understanding pairs perfectly with the growth mindset and lofty goals of our team and many of our clients.

When he’s not servicing our clients, you can check out Cozy rocking out on guitar at venues all around Ohio with his band “Take One Guess”. He’s an active cat dad with his girlfriend Abby, to Parmesan and Panama. He is a passionate sports fan for the Reds and Bengals. He enjoys being a loyal and consistent presence for his friends and family, as relationships come before anything. He is wholeheartedly embracing KIG clients in the same spirit of commitment!