M. Ray Gilmour

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M. Ray Gilmour
CPA, CFP®

Founder, Client Advisor

In 2005, Ray’s dream of creating a company to help people achieve their personal financial goals came true when he created Trellis Advisors, LLC.  As Trellis’ primary Client Advisor, Ray considers it his personal mission to help clients create balance and peace of mind.  Utilizing a holistic approach to wealth management, Ray partners with each of our clients to build a financial plan and an investment strategy that will help them grow and thrive throughout their lifetime.

Before creating Trellis Advisors, Ray worked as a Client Advisor for Laird Norton Wealth Management, providing financial planning and investment management services to high net worth individuals and families.  Prior to Laird Norton, Ray served as a Client Advisor at Tyee Asset Strategies, where he also provided leadership for the firm as a member of the Tyee Executive Management Team. 

Ray began his career working for 12 years as a CPA. The latter six of those years he operated his own CPA firm, providing clients with individual income tax services and personal financial planning. Ray also utilized his expertise in strategic planning, tax management, international business, and research and analysis to provide business consulting services to high-growth organizations such as Optiva Corporation (maker of Sonicare®).  The first six years of Ray’s career were spent at Moss Adams CPAs, where he gained experience in tax preparation and planning, audit, review, compilation, consulting, and personal financial planning.

A graduate of Central Washington University with a Bachelor of Science in Accounting, Ray became a Certified Public Accountant in the State of Washington in 1987.  He is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), and the Washington Society of Certified Public Accountants (WSCPA).

Ray enjoys boating, fishing, and hiking with his wife and two children.  He also enjoys attending live music events whenever he can. Ray serves clients from both our Seattle and Ellensburg offices.

 
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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