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