Traci Kozloski

Traci Kozloski, Chief Executive Officer

Ms. Kozloski is one of Evergreen Consulting’s original members. She has been a Principal and Chief Operating Officer since 2000 and was promoted to Chief Executive Office in 2009. She specializes in servicing Evergreen’s national clientele with estate and executive benefit plans.

As the Chief Executive Officer at Evergreen, Ms. Kozloski is responsible for directing and administering Evergreen’s business activities while supporting and playing a participatory role in the continued growth and success of the firm. Traci’s role has been inherent in molding Evergreen Consulting into one of the Southeast’s premier wealth management firms.

Ms. Kozloski entered the financial services profession with Evergreen Consulting over 20 years ago, following a career in the banking industry. Traci is an active member in Chattanooga’s Financial Community, as well as in the national arena.