William (Willy) R. Gevers is a financial advisor with Gevers Wealth Management, LLC, a firm specializing in retirement & wealth planning and located in Issaquah, Washington. Gevers Wealth Management, LLC is dedicated to offering the highest quality investment management, retirement and wealth management services to successful individuals, corporate executives and retirees, and their families.
Gevers Wealth Management, LLC has been named as one of the top ten wealth management firms in the state by Washington CEO Magazine, and has been recognized as a top wealth management firm by both Dow Jones Investment Adviser Magazine and Seattle Magazine.
Willy frequently speaks on retirement, investment, and estate planning for various groups including, Boeing Management Association, Boeing Employee's Credit Union, The Weyerhaeuser Company Retirement Services, the FAA, Microsoft, Hewlett Packard, The Federal Executive Board, USDA Graduate School, Simpson Timber, and donors of Fred Hutchinson Cancer Research Center, The Woodland Park Zoo, and The Nature Conservancy. He has also been a keynote speaker for national and regional conferences such as Career Dynamics 99, The National Pacific-Asian Conference, and EXPO 5-0.
Willy is an award-winning writer, and has authored many articles including a popular column on investment and estate planning for Eastside Business Journal. He has appeared as a guest on the television show “Serious Money” and has also been a guest on several radio shows. Willy is a founding member of The Nature Conservancy's planned giving advisory board, a former member of The Fred Hutchinson Cancer Research Center board as a planned giving advisor, and also active on World Vision’s planned giving advisory program. He and his wife also serve as board members for Stronger Families.
Willy has worked with many families to help secure a successful retirement, grow their investments, and create and implement plans to preserve their family wealth. He has additional specialized knowledge in the areas of executive retirement benefits, concentrated stock & stock options, and advanced estate planning and charitable strategies.
Willy and his wife Vivienne are the proud and busy parents of four children. They are active in their church, and enjoy trail running, mountain biking, and outdoor activities with their family. Willy is also a state and PNA champion in Master’s Swimming and a former US Pro Team Member for Hyde Drift Boats, and enjoys hosting friends and clients on fly fishing adventures.
[Mr. Gevers is a Registered Representative with Cetera Advisors Network, LLC Broker/Dealer, member SIPC]
(Seattle Magazine recognition based on a random survey of high net worth investors, Dow Jones and WA CEO recognition based on investor assets.)
Kristy Brown joined Gevers Wealth Management, LLC in 2016. She is a Series 7 and 63 licensed Financial Advisor with over 25 years of experience on the operational side of wealth management. As our Director of Client Experience, Kristy manages the daily operations and compliance duties for our office. If you need information or service on your investment account, she is the one to call. Her natural attentional to detail and focus on the client first relationship make her a valuable member of our team.
Kristy was born and raised in Oklahoma until relocating her family to North Bend, WA in 2015. Her husband Patrick is a former Force Recon Marine & they have two kids, Duke and Madie. The family is rounded out with 3 spoiled dogs - Reggie, Goose (chocolate labs) and Allie Frecklesbelly (dachshund).
When not in the office, Kristy loves to play golf, bake, cook and hike around beautiful North Bend. All the Browns are college football and baseball fanatics. Her husband and son both played baseball in college and Kristy was a batgirl for the Oklahoma Sooners baseball team while in college. She loves all the Pacific Northwest has to offer, but Oklahoma will always have a special place in her heart and she will never lose her southern hospitality.
Garrett joined Gevers Wealth Management as an analyst in 2016, and also served as an intern with the firm while he was still in college. He has a bachelors degree in Economics and Finance from Western Washington University and is a Chartered Financial Analyst®(CFA®). He has a lifelong passion for economic and math, and has a family legacy in wealth management as his grandfather worked together with Willy early on. Garrett helps our clients understand and answer complex financial questions, and leads our investment management and research. He is especially adept at analyzing and cost and benefit comparisons of intricate financial choices. His natural problem solving and intuitiveness are a great asset to our clients. Garrett has a special interest and growing expertise in executive benefits & strategies like stock options and restricted stock, deferred comp, concentrated stock diversification, and other special benefits of highly compensated public company executives.
Garrett grew up in the Seattle area and lives in Issaquah. Now that he has finished his CFA studies, you might find him lifting weights, trail running, playing soccer, or planning his next overseas adventure.
Trey started working for Gevers Wealth Management during summers in high school, and is currently working part-time while finishing up his senior year at the University of Redlands where he will be graduating with a Bachelor’s Degree in Business Administration with an emphasis on finance. Trey passed his initial securities licensing exams while in college, and is constantly taking financial classes and reading to continue his professional growth. He credits his enthusiasm for investing back to his first investment account at a very young age. He is a problem solver and gifted communicator and can convey financial concepts and strategies clearly and thoroughly. Trey has been assisting in our investment research and asset allocation, and contributed valuable work for the recent changes to our tactical portfolio. He has also been assisting many clients with Federal Income Tax projections for 2020. Trey has a passion for and growing expertise in special areas including SPAC investing, cryptocurrency as a portfolio hedge, and 529 plans.
Trey was born and raised in Issaquah and has a passion for all things outdoors: snowboarding, surfing, running, bowhunting and mountain biking. He was a multiple sport state athlete and a school record holder at Issaquah high school, and two sport athlete in college including a successful college football career. Trey loves to travel and has recently taken up photography and videography to capture memories that come along with it. He loves a good story and is in constant pursuit of his next great adventure.
Anna Williams joined Gevers Wealth Management in 2017. She graduated magna cum laude with a math degree from Liberty University in Virginia and began working in the financial industry in 2013. Anna is a do-it-all operations whiz, with her extreme attention to detail and perfectionist personality fitting perfectly into her role as our operations specialist. Anna works remotely, so you won’t see her around the office very often, but her hard work is essential to providing timely and efficient service to our clients.
Anna grew up in the Seattle area and recently moved to Anchorage, Alaska, with her husband Josh, who is an officer in the Air Force. When not at work, Anna has a passion for cooking and loves learning and trying out new recipes. She is also an avid traveler, who enjoys exploring Europe with her husband, Josh.