Our Team

Phil Harris, President and CEO of Financial Integrity Resources Management, LLC (FIRM), a certified Minority-Owned Business, has over 30 years of experience working in the financial service industry. He is also CEO of Financial Integrity Advisors, LLC (FIA), a registered investment advisor established to provide institutional asset management and financial planning services. As the Lead Consultant, his main purpose is to offer his clients objective financial advice as he serves both over and with a team of consultants and associate advisors. Phil has managed RFPs, plan implementation, administration, communication and enrollment of voluntary and retirement benefits for employees and retirees of non-profit, transportation, governmental and educational institutions.

Phil is a graduate of Chestnut Hill Academy, and attended the University of Virginia and Philadelphia College of Textile and Science. Phil holds a Series 7 General Securities Representative, a Series 24 General Securities Principal and a Series 65 Uniform Investment Advisor Act registration with Triad Advisors, Inc. He is licensed in Life, Health, Disability and Annuities and has earned Registered Financial Consultant (RFC), Life Underwriters Training Council Fellow (LUTCF) professional designations. Most recently, he has earned the Accredited Investment Fiduciary (AIF) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Phil resides in Philadelphia with his wife, Jeanette, and their daughter Iliana.

Susan Hart Kavanagh joined FIRM as a Senior Benefits Consultant in 2004, where she assists in Health and Welfare consulting. A highly creative senior executive, Susan has extensive background experience in operations, sales, marketing, and customer service. She specializes in the analysis and resolution of medical claims, health insurance, and medical plan management issues. Susan has a 28 year background in the Insurance/Managed Care Industry. Her positions have included Vice President of Marketing, Member Services and Enrollment, Senior Vice President of Administration, Executive Director, and Senior Vice President responsible for a start-up Health Maintenance Organization (HMO). She obtained the Certificate of Authority to operate the HMO in Pennsylvania and contracted with 42 area hospitals and 4,000 providers who participated in the HMO Network.

Susan graduated from Temple University with a degree in Liberal Arts. She is an active member of the Estate Planning Councils in Philadelphia, Delaware, Bucks, Chester, and Montgomery Counties; and Susan sits on several Council Committees. She is a member of the Delaware County Estate Planning Council Board; a member of Keystone Home Care Agency PAB and former Vice Chair of the Board of Keystone Hospice, a not-for-profit organization that provides hospice services in Wyndmoor, Pennsylvania.

Yvonne Lu, Vice President of Financial Integrity Resources Management, LLC, has over 15 years of experience working in the financial services industry, specializing in marketing and international business. Due to her work in insurance, benefits, and retirement divisions, she also has extensive knowledge in Group Employee Benefit, Accident and Health Insurance, Life Insurance, and Retirement Investment. Prior to joining FIRM in 2010, Yvonne developed marketing initiatives to launch partnerships between Univision Interactive Media and global insurance companies and created opportunities to establish a distribution channel for the development of insurance market share in the United States, Latin America, and Spain, as Vice President of International Media Marketing of Quantum Group.

Yvonne graduated from Shanghai University in 1994 with a B.S. in Marketing and International Business. She holds FINRA Series 24 General Securities Principal, Series 26 Investment Company Products/Variable Contracts Limited Principal, Series 7 General Securities Representative, Series 65 Uniform Investment Advisor, Series 63 Uniform Securities Agent, and Series 6 Investment Company Products/Variable Contracts Limited Representative through Triad Advisors, Inc. She also is licensed in Life, Accident, Health, and Real Estate. Yvonne resides in Mahwah, New Jersey and is fluent in English and Chinese (Mandarin, Cantonese, and Shanghainese).

Kajol, as a FIRM Analyst, specializes in investment research, analysis, risk management and budget needs of institutional clients. She collects and analyzes quantitative and qualitative data. She conducts securities research and assists in evaluating investment portfolios for clients, taking into consideration a range of information, including economic trends, regulatory changes, and the client’s risk appetite level to support investment committee decisions. Prior to joining FIRM, she worked at a boutique asset management firm as an Investment Analyst focusing on constructing a due diligence framework for private equity funds and evaluating investment opportunities, along with monitoring impact of the Ukraine-Russia war on client portfolios.

Kajol holds a Master of Science in Finance degree from Brandeis International Business School, Massachusetts. She also earned her Master and Bachelor of Commerce in Banking & Finance degrees from University of Mumbai, India.

Alisha serves on the FIRM team as a Senior Investment Analyst, specializing in asset management and investment research.  She conducts due diligence, risk management, and financial analysis to help clients make informed financial decisions.  She applies her in-depth understanding of financial concepts, excellent quantitative and qualitative analytical skills to support manager selection and asset allocation decisions in constructing portfolios for a variety of clients.  Prior to joining FIRM, she had extensive experience in equity research covering various global markets.  She holds a Bachelor’s degree in accounting from Ahmedabad University. She is also a chartered accountant from India, a CFA Charter holder and an Accredited Investment Fiduciary (AIF).