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Client Services Team

About

The Client Services Team at Trellis Advisors is dedicated to supporting clients by managing and addressing their financial planning and investment needs. This team ensures effective communication, handles inquiries, provides detailed reports, and collaborates with advisors to deliver personalized financial solutions.

Team members

Amanda Eilers

Client Service Analyst

Jacob Mortensen

Client Service Specialist

John Amoth

Client Service Specialist

Joshua Hartman

Client Service Specialist

Karen Lamplough

Client Service Analyst

Kelly E. Sweet

Client Advisor

M. Ray Gilmour

Founder & Client Advisor

Mario Juarez

Client Service Specialist

Samantha Hooper

Client Team Support

Trevor S. Seamons

Client Advisor