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