Directory

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Jill Bowermaster Director, Client Services 704.335.4520 Contact Jill
Susan Catoe Personal Lines 704.335.4519 Contact Susan
Luther Lockwood Managing Principal 704.335.4522 Contact Luther
Steve Marciniak Case Design Analyst 704.335.4531 Contact Steve
David Miller Managing Director 704.335.4518 Contact David
Kristy Partin CFO 704.335.4512 Contact Kristy
Don Payne Managing Director 704.335.4536 Contact Don
Terri Pope Senior Plan Administrator 704.335.4537 Contact Terri
Mallen Urso Client Services Specialist 704.335.4528 Contact Mallen

Office Address:

1017 E. Morehead Street
Charlotte, NC 28204
Phone: 704-333-8461
Our office will be closed in observance of the following 2017 holidays:

New Year’s Day—Monday, January 2
Martin Luther King Day—Monday, January 16
Memorial Day—Monday, May 29
Independence Day (Observed)—Monday, July 3
Independence Day-Tuesday, July 4
Labor Day—Monday, September 4
Thanksgiving—Thursday, November 23
Day After Thanksgiving—Friday, November 24
Christmas—Monday, December 25