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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
Mike Gill
Chairman
Morgan Trask
Senior Manager
Eric Clarke
Managing Director, CFO Advisory
Stephen Stuerer
Valuation Analyst
Mike Thum
Analyst
Sean Rogers
Associate
Patrick Lowry
Managing Director, Business Valuation
Jesse Elkin
Associate
Sidney Carter
Office Manager
George Davis
Executive Vice President
Charlie Orlinsky
Associate
Lou DeMola
Vice President
Beth Robison
Finance Manager
Fred Shaw
Vice President
Stephen Prichett
Managing Director, Investment Banking
Justin Horsman
Director, Investment Banking
Hannah Powell
Valuation Analyst
David Christopher
CFO
Sam Beams
Analyst
Sam DiPaola
Managing Director, Investment Banking
Jeffery Kinderman
Vice President
John Goode
Vice President
Shelly Carmichael
Senior Vice President
Patrick Guthrie
Director
James Webb
Director
Marianne Campbell
Analyst
Caprice Bradley
Marketing Manager
Mark Lash
Vice President
Jeff Reed
Director
Marsha Greenway
Accounting Manager
Todd Nelson
Director
Shawn Moxley
Director
Vicki Horton
CEO, Location Strategies
Jacob Di Mattia
Vice President, Location Strategies
Will O’Donnell
Director
John Ellis
Vice President
Michael Diangelo
Senior Analyst
