Velekei Giles has chosen to affiliate with Valmark Financial Group, an exclusive, 50+ year old, invitation-only consortium of independent wealth advisory firms. Valmark employs over 100 professionals who are experts in all aspects of financial planning, investment analysis and portfolio management, qualified and non-qualified retirement plans, life insurance underwriting and management, and regulatory compliance.
As a Valmark affiliated firm, Velekei Giles is able to leverage the specialized expertise of these professionals to deliver analysis and recommendations when helping clients strategically plan their financial futures.
As a collective group, Valmark affiliated firms have over $30 billion of assets under management. This combined buying power provides access to some of the nation’s leading investment and insurance companies and allows negotiation of favorable arrangements on behalf of clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431* 1-800-765-5201.
Velekei Giles Financial Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Any tax advice contained herein is of a general nature. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as (insurance professionals, financial planner, investment advisor, securities broker).
Patrick Velekei began his financial services career in 1999 and joined The Giles Financial Group in 2002. Patrick is a graduate of Shippensburg University with a Bachelor’s degree in Business Administration, majoring in Finance and Management Science. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and the Chartered Life Underwriter®(CLU®) designation in 2012.
Patrick is a past President of the Reading Association of Insurance and Financial Advisors, the Berks County Estate Planning Council, and the Greater Reading Young Professionals. As a graduate of the Leadership Berks program, he has continually been involved in the local community, serving on boards for the Boy Scouts Hawk Mountain Council and United Way of Berks County.
Patrick is an Eagle Scout and is actively involved in his church. He is a graduate of Wilson High School and resides in Wyomissing, PA with his wife, Meredith and their two daughters, Jillian and Kara.
Dave Giles has been in the financial services profession since 1972 and established The Giles Financial Group in 1986. His early focus was in establishing quality relationships with other professional advisors such as attorneys, CPA’s, and bank trust officers. In 1974, Dave, along with seven other financial services professionals, formed the Berks County Estate Planning Council.
Dave received the Chartered Life Underwriter® (CLU®) designation in 1985 and the Chartered Financial Consultant® (ChFC®) designation in 1986. He is a past President of the Reading Association of Insurance and Financial Advisors. Dave has served on the boards of numerous community organizations including Easter Seals, YMCA, and the American Red Cross.
Dave and his wife, Sally, reside in Reading, PA. They have two daughters, Jennifer Fink and Caroline Houck, a son, David, Jr. as well as eight grandchildren.
Susan Ebbert Hall entered the financial services profession in 1976 and first joined The Giles Financial Group in 2002. Since 2003 she has specialized in working with individuals experiencing dramatic life changes, including the death of a loved one, divorce and retirement, to name a few.
Susan is a graduate of Wilson High School and the Pennsylvania State University. She received the Chartered Life Underwriter® (CLU®) designation in 1983 and the Chartered Financial Consultant® (ChFC®) designation in 1985.
Susan resides in Ruscombmanor Township with her husband, Rev. Dr. Mike Hall. The Halls have four grown children and eight grandchildren.
Michael Gross has been in the financial services industry since 1999 and joined The Giles Financial Group in 2014. Michael focuses his time on investment management for families and retirement plan consulting for businesses.
Michael is a graduate of the Pennsylvania State University where he earned a Bachelor of Science degree in Accounting. While at Penn State he was also the Head Football Manager for the Nittany Lions. Michael began his career in public accounting in 1977. After becoming a Certified Public Accountant (CPA), he spent 10 years living in San Diego as the controller of several retail chains and the Chief Financial Officer of Petco Animal Supplies, Inc. Michael is a member of the AICPA and PICPA.
Michael is originally from York, PA and currently lives in Shillington, PA with his wife, Angela. They have two grown sons, Corbin and Caleb.
Kayla Miller joined The Giles Financial Group in 2020. She is a graduate of Wilson High School and Kutztown University. As a Client Service Representative, Kayla helps clients with service requests on their accounts and policies, as well as maintaining accurate client records. Kayla also works actively with the advisors within the firm to service accounts and establish new accounts and policies for clients.
Kayla resides in Shillington, PA with her husband, Matt and their son, Holden.
Tim Ebbert began his financial services career in 1979 and joined The Giles Financial Group in 1999.
He provided dedicated service to his clients until his sudden passing in September 2020. Tim will be greatly missed and remembered fondly by his clients and colleagues.