Our Team

Achieving success for our clients is our first priority.

Rick Kohr

CEO, Evergreen Advisors

Shelley Lombardo

President, Evergreen Advisors

Justin Horsman

Director, Investment Banking

Eric Clarke

Managing Director, CFO Advisory

John Goode

Vice President

Jacob Di Mattia

Vice President, Location Strategies

Marsha Greenway

Accounting Manager

Fred Shaw

Vice President

Stephen Stuerer

Valuation Analyst

David Gruber

Senior Vice President of Business Development

Patrick Lowry

Managing Director, Business Valuation

Beth Robison

Finance Manager

Stephen Prichett

Managing Director, Investment Banking

Shelly Carmichael

Senior Vice President

George Davis

Executive Vice President

Vicki Horton

CEO, Location Strategies

Hannah Powell

Valuation Analyst

John Ellis

Vice President

Caprice Bradley

Marketing Manager

Morgan Trask

Senior Manager

Mark Lash

Vice President

Sam DiPaola

Managing Director, Investment Banking