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