Trevor S. Seamons
In his role as a Client Advisor, Trevor focuses on all aspects of serving our clients by developing and implementing financial plans, supporting the investment management process, and working closely with Ray to help clients identify their personal and financial goals and set a course of action to achieve them. An integral part of the Trellis team, Trevor immerses himself in each client’s unique set of circumstances, enabling him to provide in-depth, proactive, and highly personalized service to all of our clients.
Prior to joining Trellis in 2007, Trevor cultivated his client-centered approach to financial planning and investment advisory while working at the CPA firm Peterson Allred Jackson, PC where he assisted in designing and implementing investment plans for the firm’s clients. He also provided client service and operational support. Trevor gained valuable exposure to the life insurance industry working for New York Life as a licensed life, health and disability insurance agent.
Trevor is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his Masters of Business Administration and Bachelor of Arts in Sociology from Utah State University. Trevor enjoys spending time with his wife and three children, volunteering with the Boy Scouts and golfing whenever time allows. He is based in our Ellensburg office.
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.