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.