Oregon
Jeff Pisan, CFP®, AAMS®
Managing Director
Anna Robbins
anna.robbins@talluscapital.com
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...
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...
René Nease
Branch Operations Manager
877-689-5678
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...
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...
Jineen Morris
Tom Delaney
Wealth Management Advisor