Evergreen Advisors, LLC is pleased to announce the promotion of Shelley Lombardo to the position of President. This appointment reflects her outstanding contributions to the company and her proven leadership capabilities. “Shelley Lombardo’s promotion to President of the Advisory Practice, comprised of consulting, valuation, and outsourced CFO services, is not only a significant moment in Evergreen Advisors, LLC, but also a positive development for our clients. Her deep commitment to client success, combined with her strategic vision, will play a pivotal role in enhancing the value we provide to our clients. With Shelley at the helm, we are poised to deliver even more innovative solutions, personalized services, and exceptional outcomes for our clients, ensuring their continued growth and prosperity,” said Rick Kohr, Chief Executive Officer, of Evergreen Advisors.
Shelley Lombardo became a part of Evergreen Advisors in 2010, where she played a pivotal role in not only enhancing the company’s operational efficiency but also in developing a culture of innovation. Her dedication, commitment, and strong leadership have been instrumental in driving continued Evergreen Advisors’ growth and success. Her strategic vision and ability to align the team towards common goals have been pivotal in elevating the company’s market presence and delivering exceptional value to clients.
As President, Shelley Lombardo will continue to work closely with the leadership team to set and execute the company’s strategic direction. Her focus on maintaining Evergreen Advisors’ reputation for excellence and commitment to client success will remain unwavering.
Mike Gill, Chairman, at Evergreen Advisors stated, “Shelley Lombardo has consistently demonstrated the qualities we value most at Evergreen Advisors: innovation, dedication, and a relentless pursuit of excellence. Her promotion is well-deserved, and we look forward to a bright future under her leadership, one that will bring even greater benefits and value to our clients.”
About Evergreen Advisors, LLC
Evergreen Advisors, LLC is a middle-market investment bank and corporate advisory firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. Serving the Mid-Atlantic region, including Maryland, Washington D.C., Virginia, and Pennsylvania, Evergreen Advisors, LLC was formed in 2001 to provide innovative and strategic solutions to meet our client’s evolving business needs.
Securities transactions conducted through Evergreen Advisors Capital / Member FINRA/SIPC.