Thomas Boles is the President and owner of Telesis Tax & Financial. He holds an MBA in Finance, is a Registered Tax Preparer and is an IRS Enrolled Agent. As an EA, Thomas can represent his clients before the IRS. Thomas completed the Personal Financial Planning program through UCLA and received the UCLA Certificate in Financial Planning. He has been a financial services professional in San Diego for over twenty years. Thomas also provides customized business and financial consulting for the small business community.
Thomas Boles, MBA, EA
Parker is a registered representative that provides operational assistance to Telesis clients. He earned an MBA from the University of California San Diego and an undergraduate degree in economics from the University of Kansas. Parker has spent the entirety of his professional life in the financial services sector. Before joining Telesis, he was an analyst and operations manager of outside wealth management firms.
Iain P. Reilly, CFP
Investment Advisor Representative
For almost 20 years, Iain has served individual, professional, business owner, corporate, and non-profit clients. His advisory process focuses on establishing client goals and objectives, developing a customized financial analysis, and monitoring results. Prior to joining the Telesis team, Iain worked as Senior Relationship Manager for a well known San Diego Wealth Management Firm.
Investment Advisor Representative
Michael is originally from Long Island, New York and came to San Diego by his service in the U.S. Navy as a Hospital Corpsman. After his U.S. Navy service he worked as a medical assistant for Sharp Healthcare and considered a career in medicine, but always had an interest in business and finance. Michael became a financial advisor in 2003 and since then has had the privilege of helping families with their retirement, college, investment, insurance and ongoing financial planning.
Alicia provides office services by executing administrative systems, procedures, and monitoring organizational projects.
Investment Advisor Representative, CRPS
Address: 1400 North Dutton Ave. Suite 19B, Santa Rosa, CA 95401
Bill serves as a retirement and pension plan specialist throughout the San Francisco Bay Area. He is a graduate of Truman State University. After starting in the financial services industry, Bill discovered the need for strong advisor support for company retirement plans. He specializes in advising simple to the most complex QRP’s, which includes structuring solo plans as well as QRP’s with more than 2000 participants. Bill holds the series 6, 22, 62, 63 and 65 securities registrations and also a life insurance license in California CA0D19052. He currently holds the Chartered Retirement Plans Specialist (CRPS) designation.
Address: 1400 North Dutton Avenue, Suite 19B, Santa Rosa, CA 95401
Geoffrey Aden resides in Petaluma CA, with his wife Catherine, and their two children. He is a proud graduate of The University of Colorado and holds a degree in environmental design. He has been a registered representative and registered principal for over 22 years. Prior to joining Telesis Financial, he built his own wealth management practice under the name of Aden Financial Services. Additionally, he has managed registered representatives in the past. Geoff services individuals, families, small business, and estate clients.