Mary Therese Kozar

Ms. Mary T.
Kozar is a Senior Analyst at Capital Advisors Ltd.
LLC.
Her areas of focus strategic cash flow modeling, investment planning and insurance planning.
Ms. Kozar wears many hats at the firm, including serving as the head of HR as well as the point person for insurance new business processing and servicing.
As a Senior Analyst, her main responsibility is her clients: getting to know their point-of-view so she can offer sound advice on investments and estate planning.
She received her BBA degree in Finance from Cleveland State University.