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