David Thiele

David Thiele has been a prominent figure in wealth management for nearly 25 years, specializing in developing strategic financial plans for his clients while adhering to legal and regulatory standards. His unwavering commitment to excellence in service and advice highlights his expertise in various facets of financial planning, including wealth management, retirement planning for individuals and corporations, investment portfolio construction, business succession, education planning, executive financial services, philanthropy, and stock market analysis. Holding a series of financial certifications, such as Series 24, 51, 52, 53, 7, and 66, along with an insurance license, Thiele embodies a comprehensive understanding of the financial landscape. In 2016, he took a significant step in his career by co-founding Kalyx Capital Management. This venture aimed at empowering individuals and families to achieve their financial objectives through personalized, transparent, and strategic planning. Under his leadership, the firm has been committed to building long-lasting relationships based on trust. At Kalyx Capital Management, the approach to financial planning is tailored and dynamic, recognizing that no single strategy fits all. Thiele and his team dedicate thorough attention to each client, from planning to execution and ongoing follow-up. Their proactive strategy anticipates and addresses life's financial challenges as they occur, ensuring clients stay on a path toward a meaningful and purpose-driven financial future while also offering the peace of mind that comes with financial security. Furthermore, Kalyx Capital Management is dedicated to educating its clients about financial concepts and products, demystifying the complexities of investing, insurance, estate conservation, and wealth preservation. The firm offers various financial services and products, including IRAs, bonds, stocks, treasury notes, annuities, retirement and tax planning, college and estate planning, and insurance.