Kyle J. Hoelzle
Service Coordinator & Portfolio Technician
Call: (541) 463-0899 ext. 700
Investment Adviser Representative: CRD #6501467
Bachelor of Science, General Sciences - University of Oregon (2010)
- 4/2015 - Present: Investment Advisor Representative, Physician Family Financial Advisors Inc.
- 10/2012 - 4/2015: Branch Representative, Oregon Community Credit Union
- 10/2011 - 10/2012: Forensic Analyst, Eugene Police Department
- 2/2011 - 10/2011: Teller, Oregon Community Credit Union
Personal & Family
I’m a native Oregonian, born and raised in Cave Junction near the Oregon Caves National Park. You could say I’m a little bit country. I like country music, I know my way around hunting rifles, and I love to head out to the Cascades and get away from it all. My wife grew up in rural Idaho, so she’s a little bit country, too. We met on a blind date. In 2016, we became proud parents of a little girl named Graysen. We also have a couple of Chihuahuas who are slowly adjusting to the new family member. My last name is pronounced “Helsley” and my dad named me after Sergeant Kyle Reese who goes back in time to save the humans in the Arnold Schwarzenegger movie Terminator.
I am (happily) becoming my father’s son.
My dad always starts his day at sunrise. He’s one of those hands on, get-things-done kinds of guys who puts other people ahead of himself. As a veterinarian, he’s patient and compassionate, often times taking care of people’s animals even when he knows they can’t pay. He says it’s just the right thing to do for the animal, and the people.
I feel lucky to have him for a dad. he has always been there for me, kind of like a compass, helping me get pointed in the right direction.
When I got old enough to work, he gave me my first job at his clinic, prepping surgical packs and mucking out the kennels. It was awful, stinky, dirty work and he paid me less than minimum wage. I didn’t know it back then but he was teaching me a lesson about hard work and the value of a good education.
As soon as I was old enough to get a “real job,” I did. I set my sights on the local gas station and my dad told me to put on my best shirt and take a resume. The station owner said they didn’t have any openings, but I kept coming back every week to double-check and one day, he hired me.
Evidently, nobody takes a job like that as seriously as I did, I won the owner’s trust. He let me close the station at night, count the cash and clear the till. I learned the value of being patient and putting my best foot forward with every step.
One day my dad picked me up from work on his way to buy a new couch… one of those big L-shaped sectionals that seats everybody in the whole family. In the car, my dad slipped me a fat envelope stuffed with hundred dollar bills... thirty-five of them. I had never seen that much money before in my life and my dad told me the story of how he had patiently saved for it over the years. I thought that was so cool and I wanted to be like him someday.
Being the son of a vet, I was raised around science. His clinic was attached to our house, and I remember watching him treat patients and do surgery. Sometimes we would go out on emergency calls together and he would tell me about medical cases. Seeing him use science to help people, it really impressed me and I made up my mind to go into science in college.
During my time at the University of Oregon, the field of forensic science was just opening up and it looked interesting to me. When the Eugene Police Department’s Forensics Unit was recruiting on campus, I jumped at the chance to volunteer.
As a volunteer, I handled sensitive paperwork and I got the feeling that I was “part of the solution” but I was not allowed to do the work I thought would be most interesting: investigating crimes. When I graduated from college though, they hired me as a Forensic Analyst.
The job paid well but the work was very different than I had imagined. I found myself processing crime scenes so that we could catch “bad guys” but I realized that my work wasn’t really helping people. And it wasn’t helping me, either. Being that close to crime—witnessing the aftermath of terrible physical violence—affected me so profoundly that my dad took me aside and expressed concern.
Taking a huge pay cut, I found a job at a local credit union. I liked helping members and it was a good fit for me. I used the cash handling skills from my previous jobs and the problem-solving skills I learned in the sciences to help people with their banking needs.
I got promoted to Branch Representative where I helped people open new accounts, get auto loans, home equity lines of credit and other bank products. I enjoyed building relationships with the members and I helped
I also saw people who needed more help than I could give, working at a bank. There were times when I wanted to help people find some way to manage their finances by doing something other than taking out a loan but, under the Fair Credit Reporting Act, I was not allowed to discourage further borrowing.
I just hated to see people digging themselves deeper and deeper into debt. My dad had always taught me to “pay cash” for things, so helping people take on debt ran counter to my values. I wanted to do something that would help people make good decisions, get ahead. and become financially secure, and I wanted an opportunity to grow personally and professionally.
I finally found a place where financial security is the focus
In 2015, I joined Physician Family as a Service Coordinator and Portfolio Technician. I feel connected to our mission of helping clients become financially secure and I feel strongly about healthcare in general. With Ben’s background in science, we have a lot in common, and we both have that in common with the clients we serve. For me, Physician Family is just a good fit.
The thing I like about my work is that I learn something new every day. Personal finance is just a huge subject. And I get a good feeling when I’m handling paperwork and taking care of accounts, knowing that doing my job makes it so that the doctors we serve can spend more time helping their patients. Making a difference makes me my father’s son.