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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.