Lillian Kozak
Owner
Lillian Kozak is the third-generation owner of KM Financial Company LLC and a dedicated financial advisor and registered representative. Holding the Accredited Investment Fiduciary (AIF®) designation, Lillian is committed to upholding the highest standards of integrity and client-focused service. Having been personally mentored by two seasoned industry professionals (Jeffrey Kirkman and Harriett MacDonald) who entrusted her with the company's legacy, she continues to guide clients with a deep respect for the firm's history and a vision for its future. Lillian works with individuals and families from all walks of life and finds particular fulfillment in serving multiple generations within the same family, helping them manage their financial well-being across lifetimes. Lillian is looking forward to meeting with you. To book a meeting with Lillian, contact her via her contact information below or the booking link on the home page.