Our Team

Achieving success for our clients is our first priority.

Rick Kohr

CEO, Evergreen Advisors

Shelley Lombardo

President, Evergreen Advisors

John Ellis

Vice President

John Goode

Vice President

Stephen Stuerer

Valuation Analyst

Caprice Bradley

Marketing Manager

Vicki Horton

CEO, Location Strategies

Stephen Prichett

Managing Director, Investment Banking

Sam DiPaola

Managing Director, Investment Banking

Jacob Di Mattia

Vice President, Location Strategies

Fred Shaw

Vice President

George Davis

Executive Vice President

Eric Clarke

Managing Director, CFO Advisory

David Gruber

Senior Vice President of Business Development

Morgan Trask

Senior Manager

Mark Lash

Vice President

Justin Horsman

Director, Investment Banking

Beth Robison

Finance Manager

Marsha Greenway

Accounting Manager

Hannah Powell

Valuation Analyst

Patrick Lowry

Managing Director