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

George Davis

Executive Vice President

John Ellis

Vice President

Stephen Stuerer

Valuation Analyst

David Gruber

Senior Vice President of Business Development

Vicki Horton

CEO, Location Strategies

Justin Horsman

Director, Investment Banking

Sam DiPaola

Managing Director, Investment Banking

Beth Robison

Finance Manager

Caprice Bradley

Marketing Manager

Hannah Powell

Valuation Analyst

Fred Shaw

Vice President

Jacob Di Mattia

Vice President, Location Strategies

Stephen Prichett

Managing Director, Investment Banking

Shelly Carmichael

Senior Vice President

John Goode

Vice President

Morgan Trask

Senior Manager

Mark Lash

Vice President

Marsha Greenway

Accounting Manager

Patrick Lowry

Managing Director