About Us

About Us

Our Philosophy

We empower individuals and families to align their investment strategy with their personal values. This holistic approach to investing and financial planning 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. We know that entering a partnership with a financial professional is an important decision. We believe in 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 we encourage them to engage their finances with their most deeply held values.

Mackeson Advisory provides two basic services: Investment Strategy and Comprehensive Financial Planning.

We partner with the top financial companies in the United States to provide objective financial guidance to people in all stages of their lives–from those just starting out in their careers–to those enjoying a well-deserved retirement. These companies provide us with institutional level money management, sophisticated financial planning software, diverse product offerings, high-quality, third-party compliance and all the other advantages you expect from a trusted advisor relationship. Our most important partner is our Broker Dealer, LPL Financial. LPL is primarily responsible for the custody of your assets as well as other critical functions. As the largest independent Broker Dealer in the country, LPL has over 14,000 advisors nationwide. Read more about LPL Financial here.
Our Services

Our Team

Tyler Mackeson

Driven by the philosophy of empowering people to align their financial planning and investment strategies with their core values, Tyler founded Mackeson Advisory in 2015. Over the past decade 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. 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 Mackesons 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

Eric embraces his work in the investment and financial planning profession after 18 years as an accomplished software product director. A strategic business leader who quickly and proactively responds to ever-changing environments and situations, Eric has a proven ability to consistently achieve client objectives by leveraging his extensive industry knowledge and deep technical analysis. His approach ensures the highest quality deliverables and ultimately high client satisfaction.

Eric’s primary responsibility is to ensure Mackeson Advisory delivers on the promise to provide timely, proactive financial planning services and asset management advice on an individual client level. Eric works closely with Tyler to execute timely and strategic investment portfolio changes, integrate investment management systems & financial planning services.

Eric, his wife Amanda and their daughter have enjoyed all the beauty that central Oregon has to offer for the past 8 years. Away from the office, Eric is an avid mountain biker, backcountry skier, and vintage cycling aficionado.

Karissa Hess

Karissa is a proven leader, fast paced problem solver, and creative thinker. She has distinct experience developing systems to connect personal client service needs and financial solutions. Karissa is both a licensed insurance professional and a client service expert. She is primarily responsible for ensuring that you receive timely and accurate support. Karissa’s personal rapport, experience, skill set, and attention to detail make her a perfect fit for Mackeson Advisory. 

Karissa and her pets moved to Bend in 2019 where they dove into the community and outdoor lifestyle. She is a Leadership Bend Alumnus, a member of the Central Oregon Family Resource Center Board of Directors, and supports Bend's Young Professional network. Outside of the office, you can find her adventuring with her dog, playing fetch with her cat, or tending to her plants. 

Gina Patterson

Motivated by the impact of personal financial alignment, Gina brings a passion for efficient systems and detail to the Mackeson Advisory team. As Tyler’s executive assistant, Gina 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 and personal nutrition coaching. 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 20 years. They spend their family time skiing, mountain biking, and paddle boarding. Gina is also an avid runner, volleyball player and baseball mom.

LPL Financial

Mackeson Advisory is a proud partner of LPL Financial, the nation’s leading independent broker dealer.* As a market leader for over 40 years, LPL Financial is committed to serving as a trusted resource for financial management, and enables us to protect and grow your assets with agility and confidence.

We live in a rapidly changing financial industry; a world where people live longer than ever, and our collective financial needs are increasingly complex. These factors mean that providing Americans with independent investment advice has never been more important than it is today. More and more, investors are looking to partner with advisors who offer expert guidance for navigating today’s financial planning challenges and opportunities.

LPL Financial provides Mackeson Advisory and our clients with independent research, ongoing practice management tools, clearing and compliance services, and cutting-edge technology. In addition to providing us with a stable platform for investing your assets, LPL Financial and Mackeson Advisory share many of the same guiding principles and ethics. Learn more about LPL Financial here.
Share by: