Beyond Business: Jeff’s Passion for Helping Others
In addition to his professional work, Jeff serves as a Biblical counselor at his local church, enhancing his ability to connect with and support clients personally. When he’s not helping others, Jeff enjoys supporting the Texas Longhorns, hiking and camping in the great outdoors, and staying active through various sports such as pickleball and basketball.
About Jeff Grimes
Guiding RIAs to Success with Expert Compliance & Operations Support
With over a decade of experience in financial services, Jeff Grimes is a trusted advisor and consultant for RIAs seeking to streamline compliance, optimize operations, and grow confidently. As the founder of Trellis Solutions, Jeff brings a unique blend of industry knowledge, hands-on expertise, and a passion for helping advisory firms thrive
Jeff’s career spans multiple financial planning and advisory roles, giving him a deep understanding of the challenges independent RIAs face. His background includes:
✅ Serving as Director of Advisory for a fast-growing RIA, leading compliance and portfolio management
✅ Founding his own state-registered RIA, specializing in financial planning for niche clientele
✅ Supporting financial planners as a consultant, paraplanner, and business strategist
Why Jeff Founded Trellis Solutions
Jeff saw firsthand how many RIAs struggle with operational inefficiencies, compliance burdens, and business growth challenges. He founded Trellis Solutions to provide a practical, hands-on approach to solving these issues, allowing financial advisors to focus on what they do best—serving their clients.
His mission is simple: Make compliance manageable, optimize operations, and help RIAs scale successfully.