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

Director of Client Management

Lauren Cline

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