A Team Approach

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.

“Our interests are inextricably linked to the success of our clients. When our clients do well, we do well, and there should be no alternative.” -Adam J. Reugh

This organizational structure allows us to offer clients objective recommendations that are personalized for each client’s specific circumstances.

Our compliance and back-office support is provided by Financial Advocates Investment Management (FAIM). FAIM is an SEC registered investment advisor firm and a subsidiary of Financial Advocates LLC.

Our Team

  • Adam J. Reugh

    Wealth Management Advisor

    With over 10 years of experience in various financial services capacities, Adam has the breadth and depth of experience needed to analyze and understand clients'...

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  • Taryn Weiks

    Client Care Specialist

    Taryn joined the financial services industry in June of 2016 after graduating with a Bachelor of Arts with degrees in Psychology, Sociology, and Criminal Justice...

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How can we help you?

Book your appointments with ease using our online booking system. 

“Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful.”

Warren Buffett
Chairman, Berkshire Hathaway

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