604 NW Harriman Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Registered Principal, Financial Advisor
David began building Kalyx Capital Management with Tina Sullivan in 2016, continuing his career in investing and financial services. He prides himself on looking for contrarian opportunities, and enjoys taking advantage of market...
Office Manager, Registered Assistant
Tina co-founded Kalyx Capital Management in August 2016. Tina focuses on high quality service to Financial Advisors and their clients with an emphasis on operational support. Tina began her career in the financial services industry...
Ben is one of the few Bend, OR natives. He attended St. Francis and Bend High School where he ran track and cross country and played football and baseball. Always intrigued and involved with business and investments from a very young...
Scott specializes in working with families and business owners to provide customized financial strategies to grow or preserve wealth. A Central Oregon native, Scott enjoys just about all outdoor activities, adventuring and spending...
Client Service Associate
Don brings experience and a reputation for honesty and quality work to every client relationship. He invests time with each client to understand their financial goals and objectives, and to identify the most appropriate and...