Jeff Otis

Director of Private Wealth; Partner
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Jeff is the Director of Evergreen Gavekal's Private Wealth Management division and a firm partner. He has been with the firm for over a decade and has hundreds of millions of assets under management. He enjoys educating clients about the wealth management process and believes trust is the most vital part of a healthy professional relationship. 

After graduating from George Fox University with a business degree, Jeff worked in both the insurance and real estate industries before joining Evergreen Gavekal. 

Born and raised in the Pacific Northwest, Jeff is proud to call the Woodinville area home.