Wade Kozich |


Senior Director

Always wearing a serious smile.

Wade lives by the words, “Everything worth having is always preceded by love and passion.” Over his long career, he has put both love and passion into his work, forging solid relationships with clients and mentoring those around him. His grace under pressure and persistence combine to make him one accountant that’s equal parts tough and kind—exactly who you want on your team when you’re facing a difficult problem.

“My Dad taught me to be competitive and my Mom taught me to be nice to people,” he says. And we’re glad they did.



  • California State University at Hayward, B.S.
  • U.S. Naval Academy


Supported By
Community Activities


  • Association for Corporate Growth (Board Member)
  • U.S. Bank Advisory Board (Board Member)


Professional Associations


  • American Institute of Certified Public Accountants
  • Association for Corporate Growth
  • The Ohio Society of Certified Public Accountants
  • Alliance of Merger and Acquisition Advisors
  • Exit Planning Institute
  • IR Global


Past Speaking Engagements


  • June 2014: GBQuarterly: Transition Planning: The $10 Trillion Opportunity
  • October 2013: GBQuarterly: Common Mistakes in Buying Companies
  • June 2012: GBQuarterly: Transaction Advisory


Connect with Wade

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