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.
Most just want clarity and confidence, not jargon or sales pitches. My goal is to simplify the complex and help clients make choices that align with what really matters in their lives — their families, their time, and their long-term peace of mind.
— Tyler Mackeson
I started Mackeson Advisory because I’ve seen how overwhelming financial decisions can feel — even for smart, capable people.
What Matters to Us
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 positioned to provide personal, adaptable, and individualized service that is professional and secure.
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 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 dynamic, personal approach has helped Tyler earn a reputation for integrity, tenacity, and excellence.
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Tyler is regularly recognized for outstanding client service by LPL Financial and invited to Masters with other top-performing independent advisors. “Invigorating” and “contagious” are two words many clients often use to describe Tyler’s energy and commitment. Tyler is FINRA-registered, holding his SIE, Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law) licenses.
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.
Eric 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 addressing client goals through deep industry expertise and rigorous technical analysis. His approach strives to deliver 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. Eric is FINRA-registered, holding his SIE, Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 66 (Uniform Combined State Law) licenses.
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, CFP®
Director of Financial Planning
Motivated by the impact of personal financial alignment, Gina brings a passion in creating positive outcomes for clients. Her approach helps families approach the future with confidence and knowledge, making the most of their hard earned dollars. Gina's focus on organization, efficient systems and attention to detail brings tremendous value to the Mackeson Advisory team.
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Gina has always been an entrepreneur, having owned several businesses including web design, personal nutrition coaching and currently, a farm.
Gina also has experience in marketing, technical writing, and software training. Her diverse skill set allows her to serve in multiple roles 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 enjoying all Central Oregon has to offer.
Karissa Olalde
Insurance Specialist, Operations Manager
Karissa brings a robust blend of precision and client-focused expertise to Mackeson Advisory. She specializes in aligning operational efficiency with client experience, 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 strategies, she takes pride in anticipating client needs and delivering thorough service. Her ability to combine strategic thinking with a warm, approachable style helps clients feel welcomed, informed, supported, and confident in their financial journey. Karissa holds her Series 65 (Uniform Investment Adviser Law) license and is licensed by the Oregon Division of Financial Regulation for life and health insurance.
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.
Kai Robinson
Financial Advisor
Through a lifetime of passion in investing and planning, Kai Robinson understands how everyday decisions shape long-term outcomes. He prides himself on meeting clients where life happens and translating complex topics into clear, actionable steps. His impact helps families feel informed and confident. A Central Oregon resident for more than a decade, Kai calls Bend home.
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Beyond serving clients, he’s often on the court - coaching basketball at Summit High School, summer travel teams, and running camps. He also serves as Tournament Director of the Summit Holiday Hoop Fest, a regional tournament that unites the local and basketball communities. Outside of basketball, Kai enjoys trail running and exploring Central Oregon’s outdoors. Kai is FINRA-registered, holding his SIE, Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law) licenses.
Stephanie Legge
Client Service Specialist
Stephanie brings a detail-oriented approach and a genuine care for people to her role at Mackeson Advisory. From onboarding new accounts and managing client relationships to supporting compliance reporting, facilitating asset transfers, and preparing for client meetings, Stephanie plays an essential role in keeping the day-to-day operations of the team running smoothly and efficiently.
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Stephanie’s commitment to accuracy, discretion, and organization ensures that every client interaction and behind-the-scenes process is handled with care. When she's not at the office, you'll likely find Stephanie out on the water — reading while floating on her paddleboard, recharging in her favorite way. She also enjoys trying new arts and crafts projects and exploring new recipes in the kitchen.
Karlie Holmgren
Executive Assistant
In her role as Executive Assistant, Karlie manages the behind-the-scenes aspects at Mackeson Advisory, allowing the team she supports to stay focused on what matters most—serving clients. Beyond supporting the team, she enjoys contributing to projects and tasks that enhance the overall client experience and help ensure every detail is thoughtfully handled.
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As a relationship-driven professional who genuinely enjoys connecting with and supporting others, this role is a natural fit.
Karlie grew up in Central Oregon and still loves discovering new adventures—most often with her pup, Hank, by her side. She also enjoys curling up with a good book, cooking a yummy meal, and has spent some time dabbling in fly fishing.
Robyn Jones
Office Manager
Robyn brings a genuine warmth and a wealth of operational expertise to the Mackeson Advisory team. With an extensive background in administration, team leadership, and client experience, she has a natural talent for creating environments where people feel welcomed, supported, and at ease. A proud Central Oregon resident, Robyn calls Bend home.
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Her ability to stay one step ahead — anticipating needs before they arise — makes her an invaluable presence at the heart of the office. A proud Central Oregon resident, Robyn calls Bend home. She is passionate about building meaningful relationships and takes great pride in delivering exceptional experiences — whether that's a perfectly crafted espresso or a seamlessly run client meeting. Outside of work, Robyn is most at home in the outdoors. An avid half marathon runner with an ambitious goal of completing 100 races, she also loves hiking, skiing, and exploring new corners of the world.
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