Our Story
We started our careers over 25 years ago in traditional wire houses, where we learned the compliance and structure of the industry. We branched off and became independent in 2016, forming Undefined Gridlines Inc.
We formed Undefined Gridlines with the purpose to create a group of independent advisors that can run their business how they want to while remaining fully supported.
Headquartered in Bend, Oregon
Bend is located in Central Oregon on the cusp of the lush cascade mountain range to the west and Oregon's vast high desert to the east. It is known for its natural beauty, variety of outdoor sports available year-round, brewing culture, entertainment, and leisure activities.
David Thiele, MBA, OSJ
Wealth Manager - Office of Supervisory Jurisdiction and CEO
David is the co-founder and CEO of Undefined Gridlines, Inc. He prides himself on looking for contrarian opportunities and enjoys taking advantage of market disconnects. He is extremely passionate about investing, while helping...
Ron Palmateer
Chief Compliance Officer, CCO
Tina Thiele
Registered Assistant - Operational Manager and COO
Tina is the co-founder and COO of Undefined Gridlines, Inc. Tina focuses on high quality service to Financial Advisors and their clients with an emphasis on operational support. Tina began her career in the financial services...
Breanna Lewis
Client Relationship Manager
Breanna joined the Undefined Gridlines team in 2024 after making the move from Minnesota to Bend. Prior to joining Undefined Gridlines, Breanna gained valuable experience as a bank teller while pursuing her college degree. Upon...