Kiley Juergens Wealth Management, LLC

Robert Heck is a CFP® with 12 years of industry experience. He has worked at Kiley Juergens Wealth Management, LLC since 2013 and became a co-owner in 2021. Prior to that, he was employed at Signator Investors, Inc. and OSAIC. Heck serves on the board of the Hands On Children's Museum and is involved with the Willamette University Alumni Association advisory board. Kiley Juergens Wealth Management, LLC offers discretionary and non-discretionary investment management, financial planning, and third-party model implementation for high-net-worth individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation, manager due diligence, and employs both discretionary rebalancing and flexible cash positions, managing about $2.2 billion in assets for nearly 3,000 clients.

Carly Sipe is a Series 66-licensed advisor with Kiley Juergens Wealth Management, LLC, based in Olympia, WA, having three years of industry experience. She has previously worked at OSAIC Wealth, Inc, Koha Health, and Sonamation. Outside of her advisory role, Carly coaches the girls’ soccer team at Olympia High School. Kiley Juergens Wealth Management provides comprehensive investment management and financial planning services for individuals, families, trusts, retirement plans, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, managing approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

John Kiley III is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Signator Investors, Inc. Outside of financial advising, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting Olympia basketball. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers retirement-plan fiduciary and administrative services.

Mark Boyer is a CFP® with 18 years of industry experience and holds a Series 66 license. He has been with Kiley Juergens Wealth Management, LLC since 2014 and became a co-owner of the firm in 2021. Prior to this, he worked at Signator Investors, Inc. and OSAIC Wealth, Inc. He is also licensed to sell life insurance, annuities, long-term care, and disability insurance, although this is a minor part of his business activities. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm utilizes strategic and tactical asset allocation with discretionary rebalancing and serves a large client base relative to its team size.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, OSAIC Wealth, Inc, and Signator Investors, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization involved in coaching and working with the local school district. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers various fiduciary and administrative services.

Timothy Hume is a Series 66-licensed advisor with eight years of experience, currently serving at Kiley Juergens Wealth Management, LLC. He previously worked at OSAIC Wealth, Inc. and has a 30-year background at HDR Engineering, Inc. Outside of his advisory role, he is an assistant basketball coach for Olympia High School. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for a diverse client base including individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation with discretionary rebalancing and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.