Jeff Otis

Jeff Otis has a strong background in sales and financial planning, with experience ranging from insurance to fitness club membership sales. Currently serving as a Director of Private Wealth and Partner at Evergreen GaveKal, Jeff operates as a fiduciary, always acting in the best interest of clients. Prior roles include Market Leader and insurance agent, showcasing their expertise in generating leads and selling services. Jeff holds a B.A. in Business Marketing from George Fox University.