David Thiele

David Thiele has dedicated more than two decades to wealth management, where he has built a reputation for developing sophisticated financial strategies tailored to his client's unique needs while ensuring strict compliance with legal and regulatory frameworks. His extensive experience and commitment to excellence have made him a trusted individual and corporate finance advisor. Thiele is well-equipped to provide a breadth of financial services. He holds a comprehensive array of securities licenses—including Series 24, 51, 52, 53, 7, and 66—and an insurance license. His expertise spans several critical areas, such as wealth management, retirement planning, investment strategy, and risk management, ensuring that his clients receive informed and effective advice. In 2016, Thiele founded Kalyx Capital Management, a firm that embodies his vision for a personalized, transparent approach to financial planning. As the driving force behind Kalyx, he has cultivated an environment where long-term relationships are paramount, and each client's financial plan reflects their goals and circumstances. The firm is distinguished by its commitment to custom-tailored strategies, which are developed through a deep understanding of each client's financial situation and aspirations. Kalyx Capital Management is committed to a client-first philosophy, where every financial strategy is designed to be as dynamic as the lives of the clients it serves. This approach ensures that all plans are robust, adaptable, and forward-thinking, allowing clients to navigate life's financial challenges confidently. Thiele's leadership fosters a culture of proactive management and continuous adjustment to align with clients' evolving financial needs. Education is a critical component of Kalyx's service model. Thiele and his team are dedicated to educating clients about the intricacies of financial markets, investment options, and strategies for estate conservation and wealth accumulation. The firm offers a comprehensive suite of services, including various investment vehicles, retirement and estate planning, and insurance solutions. Outside his role at Kalyx, Thiele is also affiliated with OSAIC Wealth, enhancing his ability to offer strategic investment advice and comprehensive wealth management services. This dual role highlights his versatility and deep understanding of the financial sector. Before his entrepreneurial and advisory roles, Thiele gained valuable experience as a wealth manager at Morgan Stanley. This period was instrumental in shaping his client-centered philosophy and honing his financial planning and asset management skills. Thiele's educational achievements include an MBA from the University of Oregon, with part of his studies conducted at the Copenhagen Business School, reflecting his global perspective. He also holds a bachelor's degree in International Studies from Western Oregon University, where he graduated with honors. An avid outdoorsman and athlete, Thiele enjoys skiing, water sports, and marathon running. He demonstrates the same commitment and discipline as in his professional endeavors. He also has a passion for gardening and extensive travel, experiences that enrich his personal life and provide him with a well-rounded worldview. Residing in Bend, Oregon, with his wife Tina and their three children, David Thiele's professional approach and personal interests intertwine to create a comprehensive lifestyle dedicated to health, family, and financial well-being.