Overview

Overview

Giles A. Thompson

Financial Consultant/Firm Principal

Background/Interests
Giles lives in Old West Lawrence with his 18-year-old son, Oisín, a senior at Free State High School. In his spare time, Giles enjoys playing competitive soccer. He is team captain for one of the Premier Division teams and active in the Lawrence Adult Soccer League (www.lasl.org), the only organization in Lawrence that promotes adult soccer activities. He also enjoys mountain biking and can be found regularly on the local river trails.

For many years, Giles coached his son 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. He is now happy to call Lawrence, Kansas, home and enjoys traveling when time permits, especially to the ocean where he pursues his great passion, stand-up paddleboarding/surfing.

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, Ireland (www.tcd.ie; University of Dublin), 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 to Giles 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 iInvestment Adviser Representative of Commonwealth Financial Network®.

Giles is a member of the US SIF, the Forum for Sustainable and Responsible Investment (www.ussif.org), and attends the Douglas County Estate Planning Council.

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 intergenerational 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 that 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.

Ingrid H. Klevmark

Customer Service Associate/Office Manager

Background/Interests
Ingrid was born in Oslo, Norway, but has been a resident of Lawrence, Kansas, for many years. She lives with her two dogs, Bamse and Ziggy, in Old West Lawrence. In her free time, she enjoys traveling, dancing and photography.

Ingrid has been the customer service associate at Thompson Financial Group, LLC, since 2004. She recently completed her general securities registration and is working on further industry-specific training.