Kelly E. Sweet

Kelly’s collaborative, forward-thinking approach to holistic financial planning has become one of the hallmarks of her 20+ year career in the financial advisory field. As the newest Client Advisor, Kelly works with Ray and the Client Service Team, leveraging her background in tax accounting, investments, and legacy planning, as well as her strong organizational aptitude to deliver the strategic, highly personalized wealth management expertise Trellis clients, have come to know and expect.

Most recently, Kelly served as a Client Advisor with Laird Norton Wealth Management where she worked with high-net-worth families to help them achieve their goals. She also served on the firm’s Investment Committee. In 1995, Kelly helped launch Tyee Asset Strategies, working with high-net-worth individuals and families as a Client Manager before becoming a Client Advisor. It was at Tyee that Ray and Kelly first met.

Prior to joining Tyee, Kelly worked as a Tax and Financial Planning Manager for Moss Adams LLP, partnering with high-net-worth individuals and small businesses to help them reach their goals. She got her start as a tax consultant for Arthur Andersen where she worked with both individual and nonprofit clients.