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Team
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Our Team
Achieving success for our clients is our first priority.
Rick Kohr
CEO, Evergreen Advisors
Shelley Lombardo
President, Evergreen Advisors
Steve Prichett
President, Evergreen Advisors Capital
Justin Horsman
Managing Director
Kurt Fiore
Vice President
Caprice Bradley
Marketing Manager
Fred Shaw
Vice President
Cynthia Fair
Office Manager
Marsha Greenway
Accounting Manager
Vicki Horton
CEO, Location Strategies
Mike Gill
Chairman
Charlie Orlinsky
Associate
Shawn Moxley
Director
Patrick Lowry
Managing Director
David Christopher
Vice President
Will O’Donnell
Director
Michael Diangelo
Associate
Mark Lash
Vice President
Jamie Burnette
Analyst
Mike Thum
Senior Analyst
Patrick Guthrie
Director
Eric Clarke
Managing Director, CFO Advisory
Jack Snavely
Analyst
Todd Nelson
Director
Morgan Trask
Senior Manager
John Goode
Vice President
Jesse Elkin
Vice President, Investment Banking
Stephen Steurer
Analyst
Tristan Poul
Analyst
Beth Robison
Finance Manager
James Webb
Director
Hannah Powell
Manager, Business Valuation
Jeffery Kinderman
Director
David Gruber
Senior Vice President
Jacob Di Mattia
Vice President, Location Strategies
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