David Giles, CLU®, ChFC®, started The Giles Financial Group in 1986. Patrick Velekei, CFP®, CLU®, joined the firm in 2002 as a financial advisor. In 2020, Dave Giles and Patrick Velekei formed a partnership and succession plan rebranding the firm to Velekei Giles Financial Advisors.
Today, the firm is comprised of five experienced financial advisors differentiated by a higher level of planning, care and attention to clients. Velekei Giles Financial Advisors prides itself on providing a personal relationship with a dedicated team of advisors to guide clients to financial security.
Our Core Principles
We are well informed and competent to employ strategies that will help our clients.