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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
Mike Gill
Chairman
Jacob Di Mattia
Vice President, Location Strategies
Beth Robison
Finance Manager
Fred Shaw
Vice President
Patrick Guthrie
Director
David Christopher
CFO
Caprice Bradley
Marketing Manager
Sam DiPaola
Managing Director, Investment Banking
Michael Diangelo
Senior Analyst
Marianne Campbell
Analyst
Sam Beams
Analyst
Mark Lash
Vice President
Mike Thum
Analyst
John Goode
Vice President
James Webb
Director
Shawn Moxley
Director
Stephen Stuerer
Valuation Analyst
Will O’Donnell
Director
Charlie Orlinsky
Associate
Jeffery Kinderman
Vice President
Stephen Prichett
Managing Director, Investment Banking
George Davis
Executive Vice President
Patrick Lowry
Managing Director, Business Valuation
John Ellis
Vice President
Justin Horsman
Director, Investment Banking
Jesse Elkin
Associate
Vicki Horton
CEO, Location Strategies
Shelly Carmichael
Senior Vice President
Hannah Powell
Valuation Analyst
Morgan Trask
Senior Manager
Jeff Reed
Director
Todd Nelson
Director
Eric Clarke
Managing Director, CFO Advisory
Sidney Carter
Office Manager
Marsha Greenway
Accounting Manager
David Gruber
Senior Vice President of Business Development
Sean Rogers
Associate
