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