Giles Financial Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Giles Financial Group
Team photo for Giles Financial Group

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Advisors

Advisor photo for Scott Giles

Scott Giles

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Scott Giles's website
Advisor photo for Dawn Summers

Dawn Summers

CFP®, CPA

Financial Advisor

Visit Dawn Summers's website
Advisor photo for Andrew Clarke

Andrew Clarke

CFP®

Financial Advisor

Visit Andrew Clarke's website


Team

Sheila Thackston

Sheila Thackston

Client Service Specialist

Benjamin Terhune

Benjamin Terhune

Investment Specialist

Taylin Mast

Taylin Mast

Client Service Specialist