About
Insights
Upcoming Events
Advisory Board
Careers
Team
Services
Investment Banking
Corporate Advisory
Location Strategies
Outsourced CFO
Business Valuation
Experience
Contact
Our Team
Achieving success for our clients is our first priority.
Rick Kohr
CEO, Evergreen Advisors
Shelley Lombardo
President, Evergreen Advisors
Mike Gill
Chairman
Todd Nelson
Director
Marsha Greenway
Accounting Manager
Beth Robison
Finance Manager
Caprice Bradley
Marketing Manager
Jacob Di Mattia
Vice President, Location Strategies
Vicki Horton
CEO, Location Strategies
Sean Rogers
Associate
Justin Horsman
Director, Investment Banking
David Gruber
Senior Vice President of Business Development
Shelly Carmichael
Senior Vice President
Morgan Trask
Senior Manager
Patrick Guthrie
Director
Shawn Moxley
Director
Will O’Donnell
Director
Marianne Campbell
Analyst
Mike Thum
Analyst
David Christopher
CFO
Sam Beams
Analyst
Mark Lash
Vice President
James Webb
Director
George Davis
Executive Vice President
Hannah Powell
Valuation Analyst
Michael Diangelo
Senior Analyst
Fred Shaw
Vice President
Sidney Carter
Office Manager
Stephen Stuerer
Valuation Analyst
John Goode
Vice President
Charlie Orlinsky
Associate
Eric Clarke
Managing Director, CFO Advisory
Sam DiPaola
Managing Director, Investment Banking
Jeffery Kinderman
Vice President
Patrick Lowry
Managing Director, Business Valuation
Stephen Prichett
Managing Director, Investment Banking
Jesse Elkin
Associate
John Ellis
Vice President
