TFG KAUAI - Key Persons

Job Titles:

• Owner
• Member of the US SIF

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

Job Titles:

• 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.