Client Service Specialist
With over five years of client service experience, Alex enthusiastically brings her in-depth and diverse experience to every client project and interaction. Whether she’s coordinating account administration activities, assisting with the implementation of investment strategies, or creating a financial plan, Alex supports Ray, Kelly, and Trevor in helping clients meet their financial goals.
Most recently, Alex spent time working at Central Washington University in the School of Education supporting Teacher Certification and Field Experience efforts. Prior to CWU, she worked as a Client Service Associate for Brighton Jones Investment Management in Seattle where she coordinated and executed all aspects of service for 75+ wealth management clients.
Alex attended Washington State University where she earned her Bachelor of Arts in Organizational Communication and Spanish Language. An avid equestrian, Alex is a student at Burkeridge Farm in Ellensburg and volunteers with the Spirit Therapeutic Riding Center where she serves on fundraising and event planning committees. When not at Trellis, she can be found spending time with her family and pets, or anywhere on horseback. Alex is based in our Ellensburg office.