Kiley Juergens Wealth Management, LLC

Robert Heck is a Series 66 licensed financial advisor with over 12 years of industry experience. He is a co-owner and wealth advisor at Kiley Juergens Wealth Management, LLC, where he has worked since 2013. Prior to this, he was associated with Osaic Wealth, Inc. and Signator Investors, Inc. Heck serves on the board of the Hands On Children’s Museum and has held a board position with the Willamette University Alumni Association. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, managing approximately $1.87 billion in assets for over 2,200 clients. The firm offers both discretionary and non-discretionary portfolio management, emphasizing mutual funds and ETFs alongside individual equities and other strategies, supported by a technology-enabled delivery model and a six-advisor team.

Carly Sipe is a wealth advisor at Kiley Juergens Wealth Management, LLC in Olympia, WA, with two years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth, Inc. and Kiley Juergens Wealth Management since 2023. Outside of her advisory role, she coaches the girls' soccer team at Olympia High School. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management, financial planning, third-party adviser selection, and pension consulting. The firm manages approximately $1.87 billion in assets for about 2,269 clients through a six-advisor team and employs a technology-enabled delivery model with a focus on mutual funds, ETFs, individual equities, and options.

John Kiley is a financial advisor with Kiley Juergens Wealth Management, LLC in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Osaic Wealth, Inc. and Signator Investors, Inc., and has been with Kiley Juergens Wealth Management since 2009. Outside of his advisory role, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting local basketball. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning supported by a six-advisor team. The firm emphasizes a technology-enabled delivery model with both discretionary and non-discretionary management, utilizing a range of investment vehicles and third-party research.

Mark Boyer is a CFP® professional with 17 years of industry experience. He is a co-owner and advisor at Kiley Juergens Wealth Management, LLC, where he has worked since 2014. Prior to this, he held roles at Osaic Wealth, Inc. and Signator Investors, Inc. He holds a Series 66 license and is also licensed to sell life, annuities, long-term care, and disability insurance, though insurance sales are a minor part of his activities. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, managing approximately $1.87 billion in assets for over 2,200 clients. The firm offers discretionary and non-discretionary portfolio management emphasizing mutual funds, ETFs, and individual equities, supported by model portfolios, third-party research, and a technology-enabled delivery model.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC in Olympia, WA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Kiley Juergens Wealth Management since 2009 and previously at Signator Investors, Inc. and OSAIC Wealth, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization where he is involved in management and coaching. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management, financial planning, third-party adviser selection, and pension consulting. The firm manages approximately $1.87 billion for over 2,200 clients using a technology-enabled delivery model and a range of investment strategies including mutual funds, ETFs, individual equities, and options.

Timothy Hume is a wealth advisor with Kiley Juergens Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. Prior to his advisory career, he spent 30 years at HDR Engineering, Inc. He is also involved in local basketball programs as an assistant coach and serves as an officer for an association related to the sport. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, managing approximately $1.87 billion in assets for over 2,200 clients. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and third-party research, supported by a six-advisor team and technology-enabled client reporting.