Advisors at this firm
Peter D
CFP®, CFA®, Series 66
Lake Oswego, OR
Taurus Capital Advisors, LLC
Peter De Graff is a financial advisor at Taurus Capital Advisors, LLC with six years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Taurus Capital Advisors, he worked at Solid Rock Wealth Management, LLC and US Bank, N.A. He serves as an investment committee member for East West Ministries International. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.
Julie C
Series 65
Lake Oswego, OR
Taurus Capital Advisors, LLC
Julie Connor is a financial advisor at Taurus Capital Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Taurus Capital Management since 2017, including a period of self-employment in 2016. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses. The firm employs a team-driven, tax-conscious investment approach, integrating discretionary portfolio management with comprehensive wealth planning and tax preparation services through a licensed CPA.
Gregory S
Series 66
Lake Oswego, OR
Taurus Capital Advisors, LLC
Gregory Saliba is a financial advisor at Taurus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Taurus Capital Management since 2005. Outside of his advisory role, Saliba is vice president at Sterling Savings Bank, where he manages client relationships and credit facilities, and he serves as a part-time faculty member in the finance departments at Portland State University and Willamette University. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm employs a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.
Amy O
CFP®
Lake Oswego, OR
Taurus Capital Advisors, LLC
Amy Oh is a CFP® with 19 years of industry experience, currently serving as an advisor at Taurus Capital Advisors, LLC since 2023. She previously worked at Sage Financial Advisors Inc. for 15 years and is the owner of Boingy LLC, a manufacturer of baby products. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focusing on diversified, tax-conscious strategies and integrates tax preparation services through a contracted CPA.