Client Service Specialist
Josh began at Trellis Advisors as an intern where his enthusiasm for financial services along with his collaborative approach to projects and his strong communication skills helped catapult him into the permanent role of Client Service Specialist. Josh, who credits his restaurant experience for shaping his holistic view of client service, supports Ray, Trevor, and Kelly by drafting financial plans, developing analyses, and assisting in the creation and implementation of client investment plans.
Josh earned his Bachelor of Science degree in Personal Financial Planning in the spring of 2020. When he’s not serving Trellis clients, Josh enjoys going to live music events and spending time with his family. Josh works out of our Ellensburg office.