Ingrid Klevmark Headshot

Giles Thompson

Owner | Wealth Manager

After spending nearly 20 years running a successful financial planning practice on the mainland, Giles was happy to move full-time to Kauai.

Trained as an electronic engineer, an interest in the stock market developed into a fully fledged passion for financial planning and a career change in his 30s.

Beginning his career with a national brokerage firm, it became very clear to Giles that the independent model was the most effective way to truly meet the needs of his clients. To develop and sustain a practice that will run effectively for all parties for the long haul, he opened Thompson Financial Group in 2004.

"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. We follow a sound established investment strategy, believing strongly in asset allocation and diversification employed with patience and discipline."

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 electronic engineering and an honorary degree in mathematics. He also holds a master's degree from Trinity College, Dublin.

Giles is a long-standing member of the US SIF, the Forum for Sustainable and Responsible Investment (www.ussif.org).

Giles is originally from Malahide, a seaside town in County Dublin, Ireland. He came to the United States right after graduate school to pursue a career as a semiconductor engineer.

He is now happy to call Kauai home (after visiting and living part-time for nearly 20 years) and enjoys traveling back to the mainland and overseas when time permits.

A day on the water is always a good day, whether that be surfing, paddleboarding, or by outrigger canoe.

His other interests include hiking, backpacking, mountain biking, and many years of competitive football (soccer).

Ingrid Klevmark Headshot

Ingrid Klevmark

Office Manager | Customer Service Associate

Ingrid is from Oslo, Norway, but has been a resident of the US for over 20 years. Outside of work Ingrid enjoys traveling, dancing, and photography (www.imphotoco.com). The interplay of sky, land, and water on Kauai provides countless opportunities for photographic delight.

Ingrid has been in the financial services field since 2004. She continues to work on further industry-specific training. She enjoys working with clients and indeed she helps our clients in a myriad of ways and is always creating and maintaining long-lasting client relationships.

Our Extended Team

We are proud to partner with Commonwealth Financial Network®, an award-winning Registered Investment Adviser (RIA) that helps a select group of independent advisors like us serve their clients. They give us access to a team of advanced planning specialists and investment research specialists who assist us in our efforts to provide you with the best possible service.

RIA-Broker/Dealer

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Advanced Planning Team

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Investment Research Team

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Commonwealth's Standards

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