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Luis M

Series 65

Houston, TX

Taursas Investments

Luis Montero II is a financial advisor at Taursas Investments with a Series 65 designation and two years of industry experience. His prior work includes roles at Deloitte LLP and White Star Real Estate. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis combined with an observational economic outlook while avoiding speculation and predictive models.

Wealth management General retirement planning General tax planning Cash flow / budgeting
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Nicholas N

Series 65

Chicago, IL

Taursas Investments

Nicholas Norby is a financial advisor at Taursas Investments in Chicago, IL, holding a Series 65 designation with under one year of industry experience. His prior work includes roles at Deloitte and NN Financial Services LLC. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis with an economic outlook, avoiding speculation and predictive models.

Wealth management General retirement planning General tax planning Cash flow / budgeting
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Antonio M

Series 65

Houston, TX

Taursas Investments

Antonio Montero is a financial advisor at Taursas Investments in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Taursas Investments, he held roles at Siemens Healthineers USA, Villanova University, MassMutual, Next Step Energy Solutions, Rice University, and Eden Prairie High. Taursas Investments provides discretionary investment management and financial planning for individuals, families, trusts, corporations, and endowments. The firm’s approach combines fundamental business and industry analysis with an observational economic outlook, avoiding speculation and reliance on predictive models.

Wealth management General retirement planning General tax planning Cash flow / budgeting
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