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. An Oregonian for life, Jeff grew up in Klamath Falls in southern Oregon. He currently spends time in both Bend and Portland. He enjoys sports, staying active in the areas numerous local activities, being involved in the community and spending time with family and friends. He is married to his amazing wife Sara and currently have two children – a daughter named Emma and a son named Jack. Jeff’s community involvement consists of volunteering and giving back to local animal organizations.

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 office running smoothly. She has over 22 years of experience in the financial industry in various capacities. René joined LPL Financial in May of 2007 and began working with Tallus Capital Management in February of 2013. Prior to LPL she has spent time at A.G. Edwards and UBS Financial Services. René spent most of her teen years in Bend, Oregon. She moved away in 1989 for 10 years but returned home to Bend in 1999. She loves all that Bend has to offer and enjoys spending time with family and friends. René’s immediate family includes her husband, Robert, son, Tomas, daughter, Lexie, and their beloved dog, Kodi.

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 has served as manager of a successful retail store with thirty employees for fifteen years. Jineen is currently in charge of operations for the Oregon City office and is an integral part of providing a positive client experience. She first ventured into the securities profession in 2002 where she began working at Edward Jones as a branch office administrator with Terry Baylor. Jineen has two grown children and six grandsons. In addition to spending time with her family, Jineen’s passion is her artistic sewing craft. She regularly participates in sewing seminars and camps. A truly relaxing week for her involves sewing with her close friends at the beach.

Nelson Larson is currently completing 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.