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Our Team

At Tallus, we don’t sit across the table from our clients, we sit beside them. This ‘team’ mindset empowers clients, and allows us to offer them a comprehensive set of options and investment opportunities.

Adam J. Reugh

Adam J. Reugh, CFP®

Wealth Management Advisor - Kailua-Kona, HI

(808) 657-6511

(877) 944-3560

Andre Lister

Andre Lister, AIF®, CRPC®

Wealth Management Advisor - Lihue, HI

(808) 720-6633

(877) 230-4381

Kapi'i Alu

Kapi'i Alu

Client Service Associate - Kailua-Kona, HI

(808) 657-6511

(877) 944-3560

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Want to learn more about how we help our clients navigate retirement?

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