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