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Jeff Otis

Senior Wealth Consultant

 

 

Born and raised in the Pacific Northwest, Jeff is proud to call the Woodinville area home. After graduating from George Fox University with a business degree, Jeff worked in both the insurance and real estate business before working for Evergreen. Jeff has been with the firm for nearly a decade and has worked with hundreds of clients (as well as hundreds of millions in assets under management) and is as passionate as ever about helping others. He enjoys educating clients about the wealth management process and believes trust is the most vital part of a healthy professional relationship. 

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

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