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