In June 2010, after leading companies for over 25 years, Randy Talbot left Symetra Financial and formed Talbot Financial LLC. , initially to invest family assets, and gradually to attract other families to the firm. Talbot served as President of Safeco Life beginning in 1998, and after profitably growing the company, learned in July of 2003 that Safeco planned to sell the major subsidiary. Talbot led the management team through a sales process, and ultimately helped raise over $1.3 billion of equity and debt, and in August of 2004, emerged as Symetra Financial, an independent life insurance company. After successfully navigating the financial crisis, and significantly growing both assets and earnings, he led the company through the first successful IPO in the new decade, and on January 21, 2010, rang the opening bell at the NYSE, celebrating the first day of trading as a public company. Randy now puts his energy and insight to work alongside his partners, including his son, Nathan, to build a company and a diversified asset base by investing from the perspective of a CEO.

Prior to becoming a Partner with Talbot Financial in 2015, Jim spent more than 20 years building his knowledge and expertise in the financial services industry. In 1994, Jim joined Safeco Life & Investments in their Mutual Funds Division. In 2004, he worked closely with Randy Talbot to divest from Safeco Corporation and create Symetra Financial Corporation. Following a successful IPO in 2010 that launched Symetra as a publicly traded company, Jim served as Symetra's Senior Vice President of Corporate Marketing and Investor Relations and was responsible for corporate branding, communications and community relations. In addition, he served as Symetra’s primary liaison with the investment community and financial rating agencies, and was the COO of the Individual Life Division. Prior to Symetra, he was a financial planner with Pacific Capital Consulting, a Seattle-based investment advisor. Jim is a member of the National Investor Relations Institute. In addition to his work in finance, Jim devotes his time to the greater Seattle community. He has served on the advisory boards of KCTS Public Television, the Fred Hutchinson Cancer Research Center Events Committee and the Bellevue Downtown Association. He earned his bachelor of Business Administration degree from the University of Washington.

Nathan started his career in the New York headquarters of Goldman Sachs in 2006 as an insurance and bank analyst in the Credit Risk Management and Advisory department. Later he moved to the Financial Institutions Investment Banking group (FIG) where he advised companies such as AIG, ACE and Evercore on M&A, debt and equity deals. Nathan was hired as a Director of Corporate Development and Strategy at Concur Technologies in 2009 and worked on domestic and international M&A opportunities, initially based out of Concur's Paris, France office after the acquisition of ETAP Online. Nathan joined the family investment office as a Partner and registered investment advisor in 2013.