Broker Check


Jeff Pisan, CFP®, AAMS®

Managing Director

Jeff Pisan, CFP®, AAMS® has over 15 years of experience in the field of financial planning. Jeff joined Tallus Capital Management in 2012 after holding positions previously at Edward Jones and Merrill Lynch/Bank of America....
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Anna Robbins

Anna Robbins has over 15 years of experience in the financial industry. She has created and implemented a client-focused approach to financial planning and investing to address the individual needs of people and organizations. Anna...

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Terry Baylor, PhD

Licensed Assistant

Prior to a merger with Tallus Capital Management, Terry was the owner of Baylor and Associates which he founded in 2006. Terry is a native Texan and earned his Bachelors of Science from the University of Texas medical branch in...

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René Nease

Branch Operations Manager



René is the Branch Operations Manager of Tallus Capital Management and oversees the Bend, OR office. She will be the first person you talk to or see when you walk in the door of our Bend office and is integral in keeping the...

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Jeff Dunn-Bernstein

Jeff Dunn-Bernstein came to the Tallus Capital Management team in 2015 from Edward Jones where he started his career as a financial advisor. Jeff splits his practice between servicing traditional high networth clients and the special...

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Jineen Morris

Jineen Morris, a native of Southern California, started her professional career in banking with United California Bank. After moving to Oregon more than thirty-five years ago, she has worked in accounting and retail management. Jineen...
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Tom Delaney

Wealth Management Advisor


Tom Delaney joined Tallus Capital Management in 2019 after 5 years as a financial planner and advisor with Waddell & Reed. Tom has a broad set of experience in the financial industry, beginning with his summer internship on the New...
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