Etesian Wealth Advisors, Inc.

Jesse Steele is a financial advisor at Etesian Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Etesian Wealth Advisors since 2017. Prior to his advisory career, he was employed at L'auberge del Mar and Gand del Mar. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Jacob Scarminach is a financial advisor at Etesian Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including MML Investors Services, MassMutual Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Etesian Wealth Advisors serves individual clients and families, corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm provides discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, emphasizing individualized fixed-income portfolio construction and transparent operational practices.

Marie Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 45 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Etesian Wealth Advisors in 2025, she worked for Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC from 2005 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Benjamin Wright is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, OR, holding a Series 65 designation with nine years of industry experience. He has been with Etesian Wealth Advisors since 2016, part of a six-advisor team. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, corporate executives, business owners, and institutional clients. The firm provides discretionary and non-discretionary asset management, integrated financial planning via an eMoney portal, retirement plan advisory, and consulting services, focusing on customized investment policies and cost-managed portfolios with a bias toward individual bonds and ETFs.

George Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm provides discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Stanley Lochrie is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, Oregon, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Etesian Wealth Advisors since 2009. Etesian Wealth Advisors serves individual clients and families—including high-net-worth individuals—corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, focusing on individualized fixed-income portfolio construction and cost-managed investment strategies.

Michael Rue is a financial advisor at Etesian Wealth Advisors, Inc. in Bothell, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. Prior to joining Etesian Wealth Advisors in 2024, he worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and transparent operational practices.