Client Service Specialist
John joined the Trellis team through our internship program. It was his strong work ethic, passion for serving others, and learn-and-grow approach to everything handed to him that helped him land a permanent role as a Client Service Specialist. Whether he’s compiling client reports, drafting financial plans, or helping to prepare for a client meeting, John seeks out opportunities to deepen his knowledge while also supporting our advisors in providing clients with peace of mind.
John earned his Bachelor of Science degree in Business Administration with a minor in Innovation through IT from Central Washington University. Outside of Trellis, John enjoys traveling, mountain biking, hiking, and spending time with his wife. John works out of our Ellensburg office.