Financial Planning for the Academic and Medical Communities.
  

ABOUT US | Overview

Background/Interests:
Giles lives in Old West Lawrence with his wife, Marianne, and son, Oisín, 11. In his spare time, he enjoys playing competitive soccer. He is team captain for one of the Premier Division teams and is an active board member of the Lawrence Adult Soccer League, www.lasl.org, the only organization in Lawrence that promotes adult soccer activities.

For many years, he coached his son, Oisín, in soccer, until he moved up a level to the premier program, and Giles left coaching to the professionals, www.kawvalleysoccer.com. He still attends as many of Oisín's practices and games as possible.

Giles is originally from Malahide, County Dublin, Ireland, and Marianne is from Sandefjord, Norway. They met and married in Honolulu, Hawaii. Both are now happy to call Lawrence, Kansas, home and enjoy traveling, when time permits, especially to the ocean.

Giles attends the Douglas County Estate Planning Council and is a member of Rotary International, Lawrence Central Group, www.lawrencecentralrotary.org . He is also a member of the Social Investment Forum, www.socialinvest.org.

Giles completed the Financial Planning Certificate Program at the Henry W. Bloch School of Business and Public Administration at the University of Missouri. He is a graduate of Trinity College Dublin, www.tcd.ie (University of Dublin), Ireland, receiving a first-class honors degree in Engineering and an honorary degree in Mathematics. He also holds a master's degree from Trinity College, Dublin.

After beginning his career with a national brokerage firm, followed by several years in a relationship with a local banking institution, it became very clear that the independent model was the most effective way to truly meet the needs of his clients. In order to develop and sustain a practice that will run effectively for all parties for the long haul, he opened Thompson Financial Group in 2004 and is now an Investment Adviser Representative of Commonwealth Financial Network.

Mission Statement:
Dedicated to providing superior client service by offering comprehensive financial guidance to suitable individuals, businesses, and families. This includes asset-based fee and consultative services directed toward the long-term prudent accumulation of inter-generational wealth, as well as an investment approach that considers return potential and impact on society.

Investment Approach
I am a firm advocate of the financial planning process and believe in working closely with my clients to help ensure they reach their financial goals. I follow a sound investment strategy believing strongly in asset allocation and diversification employed with patience and discipline.

I work with affluent investors who want a financial professional who can guide them in the multidimensional aspects of their personal, business, and family finances. This includes retirement planning, education planning, investments, estate planning, and charitable giving. Finding a balance between the protection, growth, and distribution of wealth.

My mission is simple—to help you pursue your unique financial goals.

Customer Service Associate
Ingrid has been the customer service associate at Thompson Financial Group, LLC, since 2004. She was born in Oslo, Norway, but later moved to Lawrence.
She lives with her husband, Jake, and two dogs, Bamse and Ziggy, in East Lawrence. In her free time she enjoys travelling, dancing, photography,
http://ngm.nationalgeographic.com/myshot/gallery/138702, and volunteering at the Lawrence Humane Society,
www.lawrencehumane.org.
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