Our Team

Achieving success for our clients is our first priority.

Rick Kohr

CEO, Evergreen Advisors

Shelley Lombardo

President, Evergreen Advisors

Marsha Greenway

Accounting Manager

Jacob Di Mattia

Vice President, Location Strategies

Patrick Lowry

Managing Director, Business Valuation

Shelly Carmichael

Senior Vice President

Justin Horsman

Director, Investment Banking

George Davis

Executive Vice President

David Gruber

Senior Vice President of Business Development

Mark Lash

Vice President

Vicki Horton

CEO, Location Strategies

Hannah Powell

Valuation Analyst

Fred Shaw

Vice President

Eric Clarke

Managing Director, CFO Advisory

John Ellis

Vice President

Morgan Trask

Senior Manager

Sam DiPaola

Managing Director, Investment Banking

Stephen Prichett

Managing Director, Investment Banking

Caprice Bradley

Marketing Manager

John Goode

Vice President

Stephen Stuerer

Valuation Analyst

Beth Robison

Finance Manager