HUMANIZING FINANCE
We’re a blended team from diverse walks of life, united by a shared drive and relentless work ethic. At our core, we believe that empathy, tailored service, and deep knowledge are the cornerstones of a successful wealth management firm.
We empower individuals and families to align their investment strategy with their personal values. This holistic approach will give you a sense of purpose and intention as your assets and income are working in ways that resonate with you and support your lifelong ambitions.
As an independent firm, Mackeson Advisory is uniquely able to provide personal, adaptable, and individualized service that is professional and secure.
What Matters to Us
Entering a partnership with a financial professional is an important decision. We facilitate collaboration, respect, and trust. Our goal is to make financial planning and investment strategy accessible, understandable, and inspiring.
Through considerate evaluation and assessment, we aim to empower our clients with financial advice that has a foundation of intention and corresponding results.
Meet Our Team
Tyler Mackeson
Founder, Financial Advisor
Driven by the philosophy of empowering people to align their financial planning and investment strategies with their core values, Tyler resigned from his Role at Edward Jones and founded Mackeson Advisory in 2015. Over the past fifteen years Tyler has assisted hundreds of individuals, and their families implement financial plans with purpose and intention. This innovative, personal approach has helped Tyler earn a reputation for integrity, tenacity, and excellence.
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He has been awarded with top honors in client satisfaction by both Edward Jones and LPL Financial. “Invigorating” and “contagious” are two words many clients often use to describe Tyler’s energy and commitment.
Tyler, his wife Megan, and their three children have called central Oregon home since 2005. The Mackeson’s are involved in youth athletics and serve in a handful of other community oriented organizations. Tyler is passionate about giving back, individual development, the outdoors, and impacting the lives of others.
Erik Maki
Partner, Portfolio Manager, Financial Advisor
Eric transitioned to investment and financial planning after 18 years as an accomplished software product director. A strategic leader, he adeptly navigates dynamic environments, consistently achieving client goals through deep industry expertise and rigorous technical analysis. His approach delivers high-quality results and exceptional client satisfaction. As a key member of Mackeson Advisory, Eric ensures personalized, proactive financial planning and asset management tailored to each client.
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Collaborating closely with Tyler, he drives strategic portfolio adjustments and seamlessly integrates investment management with comprehensive financial planning services. Outside the office, Eric, his wife Amanda, and their daughter embrace the natural beauty of central Oregon. An avid mountain biker, backcountry skier, and vintage cycling enthusiast, Eric thrives in the region’s outdoor playground.
Gina Patterson
CERTIFIED FINANCIAL PLANNER ®, Executive Support
Motivated by the impact of personal financial alignment, Gina brings a passion for efficient systems and detail to the Mackeson Advisory team. She ensures individuals and their families receive personal & individualized service while leaving no detail unchecked. Gina has always been an entrepreneur, having owned several businesses including web design, personal nutrition coaching and currently, a farm.
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She also has experience in marketing, technical writing and software training. Her diverse skill set allows her to serve in multiple roles of controller and executive assistant while supporting the growth and changing needs of Mackeson Advisory and our clients.
Gina and her husband Jeff have two active sons. The Pattersons have called central Oregon home for over 25 years. They spend their family time skiing, mountain biking, and paddle boarding.
Karissa Olalde
Insurance Specialist, Operations Manager
Karissa brings a unique blend of precision and client-focused expertise to Mackeson Advisory. She specializes in aligning operational efficiency with exceptional client experiences, ensuring that every interaction is timely, accurate, and personalized. With a strong background in process development and client relationship management, Karissa plays a pivotal role in connecting clients' unique needs with tailored strategies.
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From day-to-day account management to insurance planning solutions, she takes pride in anticipating client needs and delivering exceptional service. Her ability to combine strategic thinking with a warm, approachable style helps clients feel welcomed, informed, supported, and confident in their financial journey.
Since relocating to Bend in 2019, Karissa has become an active member of the community. She is a Leadership Bend Alumni and an outdoor enthusiast. Karissa, her husband Jose, and their two dogs embrace the vibrant Central Oregon lifestyle any way they can.
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