Our Team

Achieving success for our clients is our first priority.

Rick Kohr

CEO, Evergreen Advisors

Shelley Lombardo

President, Evergreen Advisors

Eric Clarke

Managing Director, CFO Advisory

Vicki Horton

CEO, Location Strategies

Caprice Bradley

Marketing Manager

David Gruber

Senior Vice President of Business Development

Stephen Stuerer

Valuation Analyst

Stephen Prichett

Managing Director, Investment Banking

Sam DiPaola

Managing Director, Investment Banking

John Ellis

Vice President

George Davis

Executive Vice President

Morgan Trask

Senior Manager

Marsha Greenway

Accounting Manager

Fred Shaw

Vice President

Patrick Lowry

Managing Director

Hannah Powell

Valuation Analyst

Mark Lash

Vice President

Beth Robison

Finance Manager

Jacob Di Mattia

Vice President, Location Strategies

Justin Horsman

Director, Investment Banking

John Goode

Vice President