Corporate Profile

The Practice The Giles Financial Group's Financial Professionals work to assist clients with implementing insurance and financial strategies to help meet their retirement, estate and business planning** objectives including business continuation and charitable giving plans. Through consistant effort, we believe the firm has built a solid base of satisfied clients who have recommended us to their friends and colleagues. The Principals Dave Giles began his financial career in 1972.  He is a founding member of the Berks County Estate Planning Council.  He received his Chartered Life Underwriter (CLU) designation in 1985 and his Chartered Financial Consultant (ChFC) designation in 1986.  He is a member of the Society of Financial Services Professionals, the Association for Advanced Life Underwriting, the National Association of Insurance and Financial Advisors, the International Forum, and the Million Dollar Round Table's Top of the Table.  Dave is a Registered Representative and an Investment Advisor Representative of NFP Securities, Inc. Tim Ebbert joined The Giles Financial Group in 1999.  He holds both the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations.  Tim is also a member of the Berks County Estate Planning Council and the Million Dollar Round Table.  He has served the Berks community as a financial services professional for over 20 years.  Tim is a Registered Representative and an Investment Advisor Representative of NFP Securities, Inc. Patrick Velekei is a Certified Financial PlannerTM(CFP®) and a graduate of Shippensburg University with a Bachelor of Science Degree in Business Administration, majoring in Finance and Information Management and Analysis. He is a member of the National Association of Insurance and Financial Advisors and has been working as a financial professional since 1999.  Patrick is a Registered Representative and an Investment Advisor Representative of NFP Securities, Inc. Susan Wambaugh is a Life Member of the Million Dollar Round Table.  She holds the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC) and the Chartered Advisor for Senior Living (CASL) designations.  Susan began her career as a financial advisor in 1976.  Susan is a Registered Representative and an Investment Advisor Representative of NFP Securities, Inc.   The History The Giles Financial Group, founded in 1986, is a strategic team of senior insurance and financial professionals who provide sophisticated, custom-designed financial solutions to businesses and individuals.  Our financial professionals offer a plethora of experience to business owners, professionals and executives.  Providing you with comprehensive and financial strategies for your family and your business is the primary goal and the personal commitment of each of our associates and financial professionals at The Giles Financial Group.