Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Robert J. Kozloski | M | - |
Evergreen Consulting, Inc.
 Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | 22 years |
| Peter W. Mullin | M | 83 |
M Financial Holdings, Inc.
 M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | 46 years |
| Russell George Bundschuh | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | 2 years |
| John S. Moore | M | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | - |
| Jacob W. Boston | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | 21 years |
| Jim Graham | M | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | 33 years |
| Traci Kozloski | F | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | 24 years |
| Lawton Mac Nease | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| Teresa L. Elliott | F | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | 26 years |
| Tom Provow | M | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | 31 years |
| David J. Coyle | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| Victor H. Palmieri | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| Donald H. Friedman | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| John Meisenbach | M | 87 |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| Randall M. O'Connor | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | 24 years |
| Connie K. Morrison | F | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | 33 years |
| Susan E. Jossi | F | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | 26 years |
| Dan F. Byrne | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | 32 years |
| Richard Mack | M | - |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| Jeffrey Brown | M | 63 |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| David J. Downey | M | 82 |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| Mark I. Solomon | M | 84 |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| B. Joseph White | M | 76 |
M Financial Holdings, Inc.
M Financial Holdings, Inc. Life/Health InsuranceFinance M Financial Group is a financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. | - |
| Douglas M. Boschert | M | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Max Poppel | M | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | - |
| Jimmy McElhaney | M | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | - |
| Joleen Geruntino | F | - |
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 27 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jim A. Cheney
- Personal Network
