
About Us
Apella’s Lake Oswego team is committed to building lasting relationships based on trust. We focus on each client’s unique needs and concerns, and addressing these needs through customized, comprehensive wealth management plans.
In addition to offering objective advice based on each client’s personal circumstances, we emphasize education to inform the decision-making process. Knowledge is a powerful tool for clients focused on achieving their long-term financial goals.
It’s not just about your money; it’s about helping you live your life with meaning and purpose. We are consistently curious about what makes you tick and your aspirations for the future. Together, we work on your own unique financial plan and steadily guide you through the complexities with smart, researched and precise strategies. This allows you to focus on what is most important to you so you can live your best life.
We focus on first understanding what brings you purpose and meaning in life, and then structuring financial plans and long-term disciplined investment strategies that help you live your ideal life story. Along the way we provide guidance and strategic edits to your plan as life unfolds.
You can expect responsive, personalized service that is grounded in our expertise, integrity, and objectivity. This allows you to move forward with confidence and clarity, even in an uncertain environment.
Our Services
- Developing comprehensive financial plans
- Creating and managing tax-efficient portfolios that support your long-term goals
- Making sure your portfolio supports your long-term goals through investment management
- Tax-efficient investment management and distribution
- Making sure you have money to pay for the unexpected as well as a regular income in retirement through cash and income planning
- Helping you plan and prepare for educating children and grandchildren
- Helping you leave a legacy for your loved ones and your preferred charities through estate planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach
Special Focus
- Comprehensive financial planning and investment management
- Tax-smart returns
- Financial planning for Corporate Executives
Advisors
Taylor Drake
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 McAndie
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. He is a Chartered Retirement Planning Counselor (CRPC) and is working towards a Certified Financial Planner (CFP) designation; Jamison graduated from Portland State University with a Bachelor of Science in Liberal Studies with a minor in Philosophy.
Jamison lives with his wife, who works for a local school district, and their two sons in SW Portland. When not working or studying, 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 run in the Boston Marathon soon.
Paraplanners
Kramer Croisant
Kramer Croisant began his career working for a few CPA firms preparing tax returns for individuals and small businesses. But his true passion lies in working with people to make smart financial decisions. Thus, why he made the decision to transition to the financial planning profession. Kramer calls on his tax background and knowledge to help clients with potential value adding tax decisions and planning. Kramer graduated with honors from Western Oregon University with a Bachelor of Science degree in business with a focus in accounting. He is currently working towards his Certified Financial Planner (CFP) designation. He is looking to continue to build upon his knowledge and expertise to serve clients better every day.
Kramer his wife and son Jack live in beautiful central Oregon. Kramer’s wife Cameron is a 1st grade teacher at a local elementary school. Outside of the office Kramer serves as the head baseball coach for a local high school. When time permits you can find Kramer fly fishing or golfing around central Oregon.