More Than Financial Experts
About Velekei Giles Financial Advisors
Velekei Giles Financial Advisors is built on a legacy of trust, expertise, and personalized service. Since our founding in 1986, we’ve been dedicated to guiding individuals, families, and businesses toward financial security and success.
Your Goals, Our Priority
Why Choose Us?
At Velekei Giles Financial Advisors, we understand that no two financial journeys are the same. That’s why we take the time to learn about your goals, values, and challenges to craft a personalized plan tailored to your unique needs. Our commitment to excellence means you’ll receive proactive communication, detailed planning, and ongoing support every step of the way.
Our Core Values
Guided by Values, Driven By Results
At Velekei Giles, our values form the foundation of everything we do. We prioritize trust, integrity, and personalized care to deliver financial strategies that not only align with your goals but also drive meaningful, measurable results.
Trusted Relationships
We prioritize your goals and develop meaningful connections.
Proactive Communication
We keep you informed and ahead of financial changes.
Responsive and Reliable Service
We’re always here to address your needs and adjust plans as life evolves.
Decades of Excellence
Our Story
Our journey began with David Giles establishing The Giles Financial Group in 1986, and Tim Ebbert, Susan Hall, and Michael Gross advising clients for many years. In 2002, Patrick Velekei joined the team, bringing fresh perspectives and dedication to client success.
In 2020, the firm became Velekei Giles Financial Advisors, operating as one cohesive business dedicated to serving all of the firm’s clients.
Today, we are a team of six experienced professionals delivering thoughtful planning, proactive management, and personalized attention to each client.
Dedicated, Distinguished
Your Team
Meet the team members who are ready to help you on your financial journey.
Patrick Velekei
Susan Hall
Michael Gross
Ian Imbody
Kayla Miller
Marilyn Bauman
An Invaluable Partnership
Our Back Office Specialists
Velekei Giles has chosen to affiliate with Valmark Financial Group, an exclusive consortium of independent wealth advisory firms. Valmark employs over 100 professionals who are experts in all aspects of financial planning, investment management, life insurance services and regulatory compliance. Velekei Giles leverages the expertise of these professionals when helping clients strategically plan their financial futures.
For more information visit https://valmarkfg.com