Our Team

Trellis founder Ray Gilmour created Trellis Advisors, LLC to help clients live balanced and deliberate lives. Our focus is on serving our clients with a proactive, comprehensive approach to wealth management based on a broad range of in-depth experience.

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Founder, Client Advisor

Client Advisor

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Client Advisor

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Client Service Analyst

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Client Service Specialist

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Client Service Specialist

Operations Specialist

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Practice Management Analyst/Compliance Administrator

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Client Team Support Specialist/Technology Coordinator

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Client Team Support/Administrative Assistant

Accounting & Reporting Specialist

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Practice Management Consultant

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Executive Assistant

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Executive Assistant

Receptionist/Administrative Assistant

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Receptionist/Administrative Assistant

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