Washington

John has worked for a number of firms, most recently Merrill Lynch, where he was the sales manager for the Seattle Complex and in charge of the new advisor training program. These firms all had one thing in common, they were not as...

Marshall began his financial services career in 2002 with Fortune 500’s “World’s Most Admired” Insurance company, Northwestern Mutual. With a focus on investments and holistic planning he was quickly promoted as...

Kyle began his financial career with the Fortune 500’s “World’s Most Admired” Insurance company, Northwestern Mutual. He served as one of two investment specialists in the Wealth Management division of Seattle...

Shawn has lived in the Northwest most of his life. Currently, he lives in Seattle with his wife and two children. In his spare time he enjoys boating, fishing, gardening, cooking and travel. Shawn’s industry experience began in...

John Davis began working in the financial services industry in 1993, attaining an MBA at the American Graduate School of International Management (called Thunderbird). After graduation, he went to New York City to work in Institutional...

Travis joined Tallus in 2013 after he earned his Bachelor’s degree in Business Administration with a concentration in Finance from the University of Washington. While on campus in 2011, he expanded his passion for financial...