Our Team
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. Jeff has extensive experience in personal financial planning including charitable giving, management of assets, creating financial plans prior to as well as in retirement, and insurance. Jeff works closely with CPA's and attorneys as a valuable team resource in the planning process. Jeff received his Bachelors of Science degree in Managerial Economics from Oregon State University with a minor in Business Administration. Jeff graduated in three years with Magna Cum Laude honors. He completed his Accredited Asset Management Specialist designation through the College for Financial Planning. Jeff currently holds his Life, Disability and Variable Annuity license with the State of Oregon. Jeff believes strongly in taking the time to listen to his clients to truly understand their goals and objectives. This is crucial to providing sound investment advice. He strives to maintain trust and deliver a top notch client service experience.
Nelson Larson has completed the licensing requirements to launch his career in financial advising. With a strong foundation in leadership and relationship-building, he is committed to helping clients navigate their financial journeys with confidence and clarity.
Drawing on years of experience in youth soccer—where he excelled as a coach, educator, administrator, and director—Nelson developed a talent for guiding individuals toward their goals, fostering collaboration, and building trusting relationships. These skills are essential in financial advising and reflect his passion for helping others succeed by creating personalized strategies to overcome unique challenges.
A graduate of Hastings College with a Bachelor's degree in Marketing, Nelson has a sharp understanding of planning and problem-solving. His commitment to professional growth is evident in the many certifications he earned while coaching and educating throughout his soccer career.
Originally from Wyoming, Nelson has called Oregon home since 2003. In his free time, he enjoys outdoor activities, reading, and spending time with his wife, Jenny, and their two daughters, Gia and Mila.
2012
2-4 Employees
LPL Fianancial
LPL Financial, Fidelity
OR
15
Businesses, Individual Investors, Non-Profit Organizations
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning
Variable Life, Long Term Care, Annuity, Life, Variable Annuity
Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
Yes
Your Home, Our Office, Phone, Email, Your Office, Our Offices, Video Conference
Fee-Based
Based on Assets, Hourly, Flat Fee, Commissions
1
2094
312,000,000
2094
$312,000,000
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
How do you charge for your services?
What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Securities offered through LPL, Member FINRA/SIPC. Tallus Capital Management is another business name for Independent Advisor Alliance, LLC. Investment advice offered through Independent Advisor Alliance, LLC, a registered investment advisor and separate entity from LPL Financial. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
When: 07/21/2026 12:00 | By: Jeff Pisan, CFP
Location: Zoom
Details: Tallus hosts a quarterly economy and market update. We will review key economic statistics and key market drivers impacting the markets. Whether you want another perspective or just looking for a qu...
The Chairman Award is the highest award given by our partner Independent Advisor Alliance. The award is based on annual production.
