Our Team

Achieving success for our clients is our first priority.

Rick Kohr

CEO, Evergreen Advisors

Shelley Lombardo

President, Evergreen Advisors

Hannah Powell

Valuation Analyst

Justin Horsman

Managing Director

George Davis

Executive Vice President

Stephen Stuerer

Valuation Analyst

John Ellis

Vice President

Mark Lash

Vice President

Morgan Trask

Senior Manager

Caprice Bradley

Marketing Manager

Eric Clarke

Managing Director, CFO Advisory

Vicki Horton

CEO, Location Strategies

Beth Robison

Finance Manager

Stephen Prichett

President of Evergreen Advisors Capital

David Gruber

Senior Vice President of Business Development

Patrick Lowry

Managing Director

Jacob Di Mattia

Vice President, Location Strategies

Fred Shaw

Vice President

John Goode

Vice President

Marsha Greenway

Accounting Manager