Katie Vercio, CFP®
Senior Financial Planner
Katie grew up in Gig Harbor and graduated from Seattle Pacific University with a major in business administration, concentrating in finance and international business. Prior to joining Evergreen, Katie worked at Morgan Stanley and Synergy Financial Management as a financial planner and investment analyst. She holds a professional designation of a CERTIFIED FINANCIAL PLANNER® (CFP®). She volunteers with Junior Achievement teaching financial principles to high school students as well as participating in The CFP Board Women’s Initiative (WIN) program.
