M. Ray Gilmour

In 2005, Ray’s dream of creating a company to help people achieve their personal financial goals came true when he created Trellis Advisors, LLC. As Trellis’ primary Client Advisor, Ray considers it his personal mission to help clients create balance and peace of mind. Utilizing a holistic approach to wealth management, Ray partners with each of the clients to build a financial plan and an investment strategy that will help them grow and thrive throughout their lifetime.

Before creating Trellis Advisors, Ray worked as a Client Advisor for Laird Norton Wealth Management, providing financial planning and investment management services to high-net-worth individuals and families. Prior to Laird Norton, Ray served as a Client Advisor at Tyee Asset Strategies, where he also provided leadership for the firm as a member of the Tyee Executive Management Team.

Ray began his career working for 12 years as a CPA. In the latter six of those years, he operated his own CPA firm, providing clients with individual income tax services and personal financial planning. Ray also utilized his expertise in strategic planning, tax management, international business, and research and analysis to provide business consulting services to high-growth organizations such as Optiva Corporation (maker of Sonicare®). The first six years of Ray’s career were spent at Moss Adams CPAs, where he gained experience in tax preparation and planning, audit, review, compilation, consulting, and personal financial planning.