Kevin Okimoto is a Series 65-licensed financial advisor at Trellis Wealth Advisors, LLC, with 16 years of industry experience. He has been with Trellis Wealth Advisors since 2010 in San Luis Obispo, CA. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, as well as trusts, endowments, foundations, and employer-sponsored retirement plans. The firm focuses on long-term strategic asset allocation and passive, buy-and-hold investment strategies using low-cost mutual funds and ETFs, typically managing multi-million dollar portfolios with a high degree of customization and oversight.

David Whitcher is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers customized portfolio management with discretionary oversight.

Mark Thompson is a financial advisor with Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Trellis Wealth Advisors since 2010 and previously held roles at Changing Parameters, LLC and UBS Financial Services. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, as well as trusts, endowments, foundations, and employer-sponsored retirement plans. The firm focuses on long-term strategic asset allocation with a passive, buy-and-hold approach using low-cost mutual funds and ETFs, targeting higher-net-worth clients with multi-million dollar portfolios.

Carrie Miller is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Trellis Wealth Advisors since 2014. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, as well as trusts, endowments, foundations, and employer-sponsored retirement plans. The firm focuses on long-term strategic asset allocation and passive, buy-and-hold portfolios using low-cost mutual funds and ETFs, typically managing larger, higher-net-worth portfolios with individualized oversight.