Our Teams

Chattanooga

Traci Kozloski

Chief Executive Officer

Jim Graham

Vice President, CFP

John S. Moore

Director Executive & Pension Benefits

Margaret Wortham

Director of Client Management

Murfreesboro

Tom Provow, CLU, ChFC

Principal, Evergreen Consulting

Teresa Elliott

Customer Service Manager

Greater Cincinnati

Mariann P. McDermott, CFP®

Compliance Officer