Katie Vercio, CFP®, CDFA

Director of Financial Planning
<< Back to Team Members

Katie is the Director of Financial Planning at Evergreen Gavekal. She oversees the firm’s financial planning practices and research, ensuring the firm is up to date on the latest legislation and guidance pertaining to retirement, social security and tax policy. She holds a professional designation of CERTIFIED FINANCIAL PLANNER®, as well as a Certified Divorce Financial Analyst. 

Prior to joining Evergreen, Katie worked at Morgan Stanley and Synergy Financial Management as a Financial Planner and Investment Analyst. 

Katie grew up in Gig Harbor and graduated from Seattle Pacific University with a major in business administration, concentrating in finance and international business.  

Katie volunteers with Junior Achievement teaching financial principles to high school students, as well as participates in The CFP Board Women’s Initiative (WIN) program.