Valmark Financial Group
Elizabeth Kozenko has a strong background in finance and accounting. Elizabeth worked at Valmark Financial Group from 2013 to the present, starting as the VP of Accounting & Finance and later becoming the VP of Finance & Administration. Currently, they hold the position of Chief Financial Officer. Before joining Valmark Financial Group, they spent 13 years at Cohen & Company as a Tax Senior Manager.
Elizabeth Kozenko attended Kent State University from 1997 to 2000, where they earned a Bachelor of Science degree in Accounting. Following that, they pursued further education at The University of Akron from 2001 to 2004, obtaining a Master of Taxation degree with a specialization in Taxation. In addition to their degrees, Elizabeth Kozenko holds certifications, including a CPA certification from the Accountancy Board Of Ohio and a Series 27 certification from FINRA (Financial Industry Regulatory Authority).
Valmark Financial Group
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.