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.)
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 economics 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 knowledge 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.
As a Financial Advisor, Trey helps develop and build comprehensive and customized wealth management plans based on clients' goals and desires. Trey believes in building financial plans that not only create a successful financial future, but also one that allows clients to enjoy the time that they have now. Finances can create a lot of stress, and it is extremely important in Trey's practice to alleviate that stress and help clients understand the myriad of solutions that they have. Trey is constantly researching and studying financial planning and economics to continue his professional growth. He is a problem solver and gifted communicator and can convey financial strategies and concepts thoroughly and clearly. As with the rest of the firm, Trey has taken interest in studying single stock diversification strategies. Trey has a deep passion for learning and serving the clients at Gevers Wealth. He graduated from the University of Redlands with a business administration degree in the spring of 2021 and has been with the firm full time as an integral member since.
Trey was born and raised in Issaquah and has a passion for all things outdoors: snowboarding, fishing, running, and scuba diving. He was a multiple-sport state athlete and a school-record holder at Issaquah high school, and two-sport athlete in college including a 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. Trey would love to hear your traveling stories next time you are in the office!
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.