Telesis Team

Southern California:

Thomas Boles, MBA, EA

Registered Principal

Phone: 619-260-6040

Fax: 619-260-6049

Toll Free: 800-365-8884

E-mail: thomas.boles@telesisfinancial.com

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.

Iain P. Reilly, CFP

Investment Advisor Representative

E-mail: Iain@telesisfinancial.com

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.

Michael Zeiger

Investment Advisor Representative

E-mail: mike.zeiger@telesisfinancial.com

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 Green

Office Manager

E-mail: alicia@telesisfinancial.com

Alicia provides office services by executing administrative systems, procedures, and monitoring organizational projects.

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Telesis Team

Southern California:

Thomas Boles, MBA, EA

Registered Principal

Iain P. Reilly, CFP

Investment Advisor Representative

Michael Zeiger

Investment Advisor Representative

Alicia Green

Office Manager

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

You are here

Telesis Team

Southern California:

Thomas Boles, MBA, EA

Registered Principal

Iain P. Reilly, CFP

Investment Advisor Representative

Michael Zeiger

Investment Advisor Representative

Alicia Green

Office Manager