Lake Oswego, OR

As a Partner and Senior Financial Advisor, Taylor enjoys structuring financial plans and investment strategies that allow his clients the freedom to focus on what brings meaning and purpose to their lives. He firmly believes that it is not just about the money, but how it can be structured to address each client’s unique goals. With over 34 years in the financial industry, Taylor leverages his prior international investment banking and portfolio management experience in his work as an advisor.

In his community, Taylor is the Treasurer of the Special Olympics of Oregon and participates in the annual polar plunge to raise funds for the intellectually disabled. In his spare time, he is an avid outdoor enthusiast and private pilot. He is the father of three adult sons and lives in Lake Oswego, Oregon with his wife, Rudi.

Jamison began his financial services career at a broker/ dealer, where he focused on comprehensive financial planning and asset management. Early on, he knew that he wanted to move to a fiduciary wealth management firm, which led to him join Apella. He enjoys working collaboratively with clients to help them achieve their goals, financial or otherwise. Jamison is a Certified Financial Planner (CFP®) and graduated from Portland State University with a Bachelor of Science in Liberal Studies with a minor in Philosophy.

Jamison lives with his wife, who teaches 3^rd grade, and their two sons in SW Portland. He enjoys exploring the Northwest with his family and being outside, rain or shine. Jamison is an avid half-marathon and marathon runner who hopes to qualify for and run in the Boston Marathon soon.