Our Team
Jeff Grimes
With over a decade of experience in financial services, I serve as a trusted advisor and consultant to RIAs seeking to streamline compliance, optimize operations, and grow with confidence. As the founder of Trellis Solutions, I bring a unique blend of industry knowledge, hands-on expertise, and a passion for helping advisory firms thrive.
My career spans multiple financial planning and advisory roles, providing me with a deep understanding of the challenges that independent RIAs face.
In addition to my professional work, I serve as a biblical counselor at my local church, which enhances my ability to connect with and support clients personally. When I am not helping others, I enjoy supporting the Texas Longhorns, hiking and camping in the great outdoors, and staying active through various sports such as pickleball and basketball.
Nate Wallace
I was born in Michigan to a family of seven boys with two self-employed, stay-at-home parents. I received a BA in Economics from Wheaton College and set out on a quest to help others spend more time doing the things they love.
With over three years of experience in the financial advisory world as an advisor, I realized that advisors take care of so many people, yet no one takes care of them. That's why I joined Trellis: to help advisors do what they love, both in and outside the business, and delegate the rest.
If I'm not helping advisors, you can find me reading, playing pickleball, or taking my wife and son on a hike in Grand Teton National Park.