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