Kaeli Creed, CFP®, CEPA

Kaeli Creed is the Director of Advisory Services at Evergreen Gavekal, providing leadership across the firm’s Private Wealth and Family Office advisory divisions. Since joining the firm in 2018, she has worked closely with senior executives to strengthen advisory capabilities, align resources with strategic priorities, and elevate the client experience through expanded and enhanced service offerings.

As a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor, Kaeli works with clients facing complex planning needs, including business owners preparing for liquidity events and families navigating multigenerational wealth transfers.

In her role, Kaeli oversees the performance and development of the Wealth Consultant team, establishing clear expectations, supporting professional growth, and promoting consistent, high-quality service. She acts as a critical bridge between firm leadership and advisors, translating strategic initiatives into effective execution while ensuring advisors are equipped to meet operational demands efficiently.

Kaeli earned a bachelor’s degree in business administration with a focus on nonprofit studies from Pacific Lutheran University. Outside of work, she enjoys exploring the Pacific Northwest, gathering with friends, perfecting the at-home Americano, and planning her next travel adventure.