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Mackeson Advisory Employee Directory

Financial ServicesOregon, United States2-10 Employees

Mackeson Advisory is a small independent financial services firm based in Bend, Oregon. The company focuses on helping individuals and families align their investment strategies with their personal values, adopting a holistic approach to both investing and financial planning to support long-term goals and aspirations. Its work centers on providing guidance that connects assets and income to clients’ explicit aims, offering a thoughtful framework for purpose-driven financial decisions. The firm operates in the financial services industry and serves private clients seeking value-aligned, comprehensive planning. Located in Bend, the firm positions itself as a locally oriented advisory practice, designed to accommodate a range of client needs through a personalized, values-based approach.

Find Mackeson Advisory employees' phone numbers or email addresses

Mackeson Advisory Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Mackeson Advisory's Leadership

  • Chief Investment Officer at Mackeson Advisory
    E. M.
    Chief Investment Officer
    Mobile Phone
  • Owner at Mackeson Advisory
    T. M.
    Owner
    Mobile Phone
  • Director Of Financial Planning at Mackeson Advisory
    G. P.
    Director Of Financial Planning
    Mobile Phone
  • Financial Advisor at Mackeson Advisory
    N. J.
    Financial Advisor
    Mobile Phone
  • Insurance Specialist & Operations Manager at Mackeson Advisory
    K. O.
    Insurance Specialist & Operations Manager
    Mobile Phone
  • Operational Specialist, Office Manager at Mackeson Advisory
    R. J.
    Operational Specialist, Office Manager
    Mobile Phone

Mackeson Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Community & Social Services

Contact profiles from Mackeson Advisory

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Mackeson Advisory
    E. M.
    Chief Investment Officer
    Mobile Phone
    United States, Oregon
    Jun 29, 2026
  • Owner at Mackeson Advisory
    T. M.
    Owner
    Mobile Phone
    United States, Oregon
    Jun 29, 2026
  • Director Of Financial Planning at Mackeson Advisory
    G. P.
    Director Of Financial Planning
    Mobile Phone
    United States, Oregon
    Jun 30, 2026
  • Financial Advisor at Mackeson Advisory
    N. J.
    Financial Advisor
    Mobile Phone
    United States, Oregon
    Jul 27, 2024
  • Insurance Specialist & Operations Manager at Mackeson Advisory
    K. O.
    Insurance Specialist & Operations Manager
    Mobile Phone
    United States, Oregon
    Jun 26, 2026
  • Operational Specialist, Office Manager at Mackeson Advisory
    R. J.
    Operational Specialist, Office Manager
    Mobile Phone
    United States, Oregon
    Jun 29, 2026

Frequently Asked Questions

What is Mackeson Advisory known for?

Minus sign iconPlus sign iconMackeson Advisory operates in the Financial Services industry. Explore Mackeson Advisory's company overview page for more information.

What is Mackeson Advisory's most common email format?

Minus sign iconPlus sign iconMackeson Advisory employees' email format typically follows the pattern of First@mackesonadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more Mackeson Advisory email formats with LeadIQ.

How many employees does Mackeson Advisory have currently?

Minus sign iconPlus sign iconMackeson Advisory has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Mackeson Advisory's key employees and leadership?

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As of September 2026, Mackeson Advisory's key employees include:

  • Chief Investment Officer: E. M.
  • Owner: T. M.
  • Director Of Financial Planning: G. P.
  • Financial Advisor: N. J.
  • Insurance Specialist & Operations Manager: K. O.

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