Our Team

Achieving success for our clients is our first priority.

Rick Kohr

CEO, Evergreen Advisors

Shelley Lombardo

President, Evergreen Advisors

Jacob Di Mattia

Vice President, Location Strategies

Sam DiPaola

Managing Director, Investment Banking

Beth Robison

Finance Manager

Mark Lash

Vice President

Hannah Powell

Valuation Analyst

John Goode

Vice President

Patrick Lowry

Managing Director, Business Valuation

George Davis

Executive Vice President

Caprice Bradley

Marketing Manager

Eric Clarke

Managing Director, CFO Advisory

Stephen Stuerer

Valuation Analyst

Marsha Greenway

Accounting Manager

John Ellis

Vice President

Stephen Prichett

Managing Director, Investment Banking

Justin Horsman

Director, Investment Banking

David Gruber

Senior Vice President of Business Development

Fred Shaw

Vice President

Morgan Trask

Senior Manager

Vicki Horton

CEO, Location Strategies

Shelly Carmichael

Senior Vice President