Broker Check
19785 Village Office Ct, Ste 101, Bend, OR 97702
458-202-1560
Client Login

Invest. Grow. Prosper. 

A clearer path to financial confidence and the life you want.

Call Us Today

Your Partner in Financial Growth


Our first priority is helping you take care of yourself and your family. We are a full-service financial firm committed to helping people pursue their financial goals. Whether you're planning for retirement, growing your investments, or navigating financial decisions for your business, our full-service team is committed to helping you reach your goals with clarity and confidence.

Centered Hover Shadow Card

KALYX

(.n)

/’keiliks/ - [ka • lyx]

Kalyx is an ancient Greek word meaning the protective outer layer around a plant or flower that provides the opportunity to grow, and eventually bloom.

Helping You Grow with Purpose and Confidence.

Your Financial Solutions

We create strategies that are tailored to your needs and goals. Uncover the services designed with your goals in mind.



Learn more

Our Commitment to You

Years of experience have prepared us to guide you through your life transitions. Our approach helps you naviage life's biggest changes. 



Learn more

Your Dedicated Team

Our collaborative approach enriches every aspect of our work, delivering enhanced benefits and greater value to our clients.



Learn more




HTML + CSS

Market Watch

*Data provided by FRED (Federal Reserve Economic Data). Prices shown may be delayed and are not reflective of real-time market conditions. The data may represent prices as of a previous trading day. Market widget from Trading View.
*Data provided by FRED (Federal Reserve Economic Data). Prices shown may be delayed and are not reflective of real-time market conditions. The data may represent prices as of a previous trading day. Market widget from Trading View.

"The investor of today does not profit from yesterday's growth" 

                                                                                                        - Warren Buffet 

Here to Guide You, Every Step of the Way

Here to Guide You, Every Step of the Way

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.


What Does Your Retirement Look Like?

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.


Client Reviews Carousel

Client Reviews & Testimonials

"Dave and Tina are great people. I know them on a personal and professional basis and I recommend their services to anyone who is looking for an adviser who pays attention to detail and genuinely cares about you and your financial well being."

- Jeff N.

"Great group! Hard working and trustworthy."

- Derek T.

"I have worked with other advisors in the past that were extremely challenging in their communication and / or difficult to get a hold of, not David... He and his team have been very timely and great with communication. My wife and I love working with them!"

- Dennis H.

"I couldn't be in better hands with this team! I have had many advisors over the years and I feel that what sets David apart from the rest is that he always provides advice and makes decisions based on what's in MY best interest and makes that a priority. He has the utmost integrity and I trust him and his team completely! I would give him 10 stars if that were an option!!!"

- Maria G.

"I've know Dave Thiele for over 20 years. There is no one better in the business. Better returns. Better communication. Best results. "

- Eric S.

"Great team and family. Trusted and reliable. Easy to get along with and delivers!"

- Austin D.

"How do you describe the best financial team in Central Oregon?! The whole team brings a wealth of knowledge whether you're just starting your financial portfolio or a high income client. They treat you with respect and make the process super fun. I started a an account with David and Tina Thiele. They are absolutely the kindest and coolest people to do business with. Bre and Jeff are awesome too! I highly recommend this team."

- Jonathan R.

"Dave and Tina Thiele are outstanding. Their professionalism in the financial services space is second to none, and their energy, focus, and passion for helping people truly set them apart. When you work with Dave and Tina or their team, you know you're in excellent hands with a team that genuinely cares and delivers at the highest level."

- Josh B.

"Kalyx Capital Management went above and beyond, cared about my needs and financial future every step of the way, do not hesitate to give the Kalyx team a call and have the upmost confidence and peace of mind for your financial future goals!"

- David M.

I have been with David for 14 years and have stayed because of his integrity and dedication to me regardless of the size of my portfolio. He has always made me feel like I was just as important as the next client. Adding Tina to the equation is the cherry on top. They are extremely effective as a team and all around great humans!

- Heather T.

Take the Next Step

Thank you!
Oops!