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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
Charlie Orlinsky
Associate
Patrick Guthrie
Director
David Christopher
Vice President
Cynthia Fair
Office Manager
Todd Nelson
Director
John Goode
Vice President
Jack Snavely
Analyst
Caprice Bradley
Marketing Manager
Mike Gill
Chairman
Shawn Moxley
Director
Michael Diangelo
Associate
Tristan Poul
Analyst
Jeffery Kinderman
Director
Eric Clarke
Managing Director, CFO Advisory
Will O’Donnell
Director
Mike Thum
Senior Analyst
Hannah Powell
Manager, Business Valuation
David Gruber
Senior Vice President
Stephen Steurer
Analyst
Mark Lash
Vice President
Gino Pisano
Analyst
Beth Robison
Finance Manager
James Webb
Director
Justin Horsman
Managing Director
Vicki Horton
CEO, Location Strategies
Fred Shaw
Vice President
Jacob Di Mattia
Vice President, Location Strategies
Morgan Trask
Senior Manager
Marsha Greenway
Accounting Manager
Kurt Fiore
Vice President
Jesse Elkin
Vice President, Investment Banking
Patrick Lowry
Managing Director
Jamie Burnette
Analyst
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