About Jeff
Jeff Otis is the Director of Private Wealth Management at Evergreen Gavekal and has been with the firm since 2007. He oversees hundreds of millions of client assets, approaching each relationship as a dedicated partner committed to providing clarity, comfort, and peace of mind. Whether planning for retirement, navigating major life changes, or managing wealth transfers, Jeff believes trust is the cornerstone of a successful client relationship.
Jeff earned a business degree from George Fox University and gained experience in the insurance and real estate industries before joining Evergreen Gavekal.
A native of the Pacific Northwest, he resides in Woodinville, WA, with his wife and children, and actively volunteers his time coaching and supporting their interests in sports and other activities.
Education & Qualifications
George Fox University