Our Team

Doing the work that brings your goals to life is the driving force behind our expert and passionate team
 

James S. Hemphill, CFP®, CIMA®, CPWA®

Chief Investment Strategist, Managing Director

Thomas A. Rylko, CFP®, RMA®

Financial Advisor

David A. Burd, CFP®

Cofounder, Advisory Consultant

Audrey Libois, CFP®

Financial Advisor

David M. Gadra

Managing Partner

Robert Dowd, MSTFP, CFP®, CSLP®

Senior Planner

Sean H. Moore

Financial Planner

Terence McPeak

Manager, Portfolio Systems & Compliance

Peter Mai

Senior Accounts Administrator, Operations Coordinator

Lauren Whelan

Accounts Administrator

Catherine Kiser

Business Development Director

Joan M. Hill

Communications Coordinator

INDEPENDENT

We have no sales quotas. No proprietary products to sell. Our complete focus is on making the best decisions we can for you.

FIDUCIARY

We’re required to put our clients’ interests before our own, to fully disclose any conflicts of interest, and to adhere to a “prudent expert” standard of care. We wouldn’t want it any other way.

FEE-ONLY

Our compensation comes from fully-disclosed planning and investment advisory fees. Our interests are aligned with yours. Our success depends on your success. (TriageFoundations is flat-fee program.)

PLANNERS

We spend most of our time helping clients target and track progress toward walkaway wealth, protect assets against litigation, transfer wealth between generations, optimize education savings and tuition payments, and design robust retirement income streams.

OUR PHILOSOPHY

Your lifetime financial results will be dominated by the decisions you make at a limited number of inflection points. Our job is to help you make the right decisions, in spite of the emotions you may have. We’re more committed to your financial security than to your short-term psychological comfort.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

TGS Financial Advisors (“ TGS ”) is an SEC-registered investment adviser located in Radnor, Pennsylvania. TGS and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which TGS maintains clients. TGS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.