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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
James Webb
Director
Justin Horsman
Managing Director
Marsha Greenway
Accounting Manager
Gino Pisano
Analyst
Jesse Elkin
Vice President, Investment Banking
Tristan Poul
Analyst
Mike Gill
Chairman
David Christopher
Vice President
Patrick Guthrie
Director
Caprice Bradley
Marketing Manager
Stephen Steurer
Analyst
Morgan Trask
Senior Manager
Jack Snavely
Analyst
Patrick Lowry
Managing Director
Jacob Di Mattia
Vice President, Location Strategies
Beth Robison
Finance Manager
Shawn Moxley
Director
Fred Shaw
Vice President
Jamie Burnette
Analyst
Kurt Fiore
Vice President
David Gruber
Senior Vice President
Michael Diangelo
Associate
Vicki Horton
CEO, Location Strategies
Mike Thum
Senior Analyst
Todd Nelson
Director
Mark Lash
Vice President
Will O’Donnell
Director
Hannah Powell
Manager, Business Valuation
Charlie Orlinsky
Associate
Jeffery Kinderman
Director
Cynthia Fair
Office Manager
John Goode
Vice President
Eric Clarke
Managing Director, CFO Advisory
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