Our Teams

Chattanooga

Traci Kozloski

Chief Executive Officer

Robert J. Kozloski, II

Financial Advisor

Jim Graham

Vice President, CPA, CFP

John S. Moore

Director Executive & Pension Benefits

John “Pat” Corey

Financial Advisor

Margaret Wortham

Executive Assistant

Murfreesboro

Tom Provow, CLU, ChFC

Principal Evergreen Consulting

Teresa Elliott

Customer Service Manager

Cincinnati

Brian Hodgeman

Vice Preident – Investments

Mariann P. McDermott, CFP®

Compliance Officer

Shelley R. Kearney

Client Relationship Manager