Skip to content
Services
Investment Banking
Location Strategies
Outsourced CFO
Business Valuation
Experience
Case Studies
Insights
About Us
Team
Careers
Contact
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
Tristan Poul
Analyst
Fred Shaw
Vice President
Mike Thum
Senior Analyst
Patrick Guthrie
Director
Eric Clarke
Managing Director, CFO Advisory
Shawn Moxley
Director
Jeffery Kinderman
Director
Morgan Trask
Senior Manager
Hannah Powell
Manager, Business Valuation
Jacob Di Mattia
Vice President, Location Strategies
Mark Lash
Vice President
Kurt Fiore
Vice President
James Webb
Director
John Goode
Vice President
Caprice Bradley
Marketing Manager
Charlie Orlinsky
Associate
Justin Horsman
Managing Director
Will O’Donnell
Director
Mike Gill
Chairman
David Gruber
Senior Vice President
Cynthia Fair
Office Manager
Jack Snavely
Analyst
Michael Diangelo
Associate
Todd Nelson
Director
Marsha Greenway
Accounting Manager
Beth Robison
Finance Manager
David Christopher
Vice President
Jesse Elkin
Vice President, Investment Banking
Patrick Lowry
Managing Director
Vicki Horton
CEO, Location Strategies
Stephen Steurer
Analyst
Jamie Burnette
Analyst
This website uses cookies to ensure you get the best experience on our website.
Learn More
Got it!
Decline
