Our Team


Philip M. Harris, AIF®, RFC®

President & CEO

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.

Jeanette Hernández Harris

Partner

Jeanette Hernández Harris, Partner and Chief Financial Officer of Financial Integrity Resources Management, LLC (FIRM), oversees FIRM’s marketing and customer service delivery. Mrs. Hernández Harris has a Bachelor’s Degree in Business Administration majoring in Marketing and Management from the University of Puerto Rico. She has held various positions within customer service, office management and financial management. She has been involved in all facets of establishing a business understanding that the importance of any business is building and maintaining relationships.

Mrs. Hernández Harris holds a Pennsylvania and New York Insurance License for Life and Fixed Annuities, Accident and Health. She is an active member of the National Conference of Puerto Rican Women. She resides in Philadelphia with her husband, Phil and their daughter, Iliana.

Susan Hart Kavanagh

Senior Benefit Consultant

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

Yvonne Lu, Vice President of Financial Integrity Resources Management, LLC (FIRM) 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.)

Thomas V. Le, FCAS

Actuarial Consultant

Thomas brings over 20 years of insurance experience covering insurance and reinsurance pricing, reserving, and capital modeling work, spanning both domestic and international risks and exposures to Financial Integrity Resources Management, LLC. He specializes in all standard catastrophe and non-cat perils property and casualty lines as well as esoteric lines such as aviation, warranty, and marine.

Thomas earned his Bachelor of Science Degree from the University of Pennsylvania where he majored in Materials and Science Engineering. His work experience includes primary insurers, reinsurers, reinsurance broking, and Big-4 accounting firms. He holds a Fellow of the Casualty Actuarial Society designation and he is a member of the AAA/CAS Risk Based Capital Committee, AAA Risk Transfer Committee, and Special Interest Committee.

Linyi Sun

Actuarial Analyst

Linyi works with clients to assist them in various aspects of benefits funding, accounting, design and implementation. She specializes in actuarial work relating to medical, post-retirement benefit plans and workers’ compensation plans. Clients utilize her work to make plan related decisions that are consistent with the organization’s goals and to maintain their programs’ viability in an increasingly competitive economic environment.

Linyi recently earned her second Master of Science degree from Columbia University where she majored in Actuarial Science. She obtained her first Master of Science degree in Analytical Finance from Lehigh University and obtained her Bachelor of Economics Degree in Finance from Nankai University in Tianjin, China. She is currently studying toward her ASA (Associate of the Society of Actuaries) designation. She has passed exams P (Probability), FM (Financial Mathematics), MFE (Models for Financial Economics) FRM Part 2 (Financial Risk Manager) and is a CFA Level III candidate.

Tsolmon Lkhagvasuren

Associate

Committed to the welfare of others, Tsol assumes customer service and supports client relationship management, as well as, business development responsibilities. To help the clients better understand fiduciary advisory services related to defined contribution retirement plans, and FIRM’s consulting services, Tsol develops educational brochures and helps design marketing materials. Prior to joining the FIRM, Tsol assisted in sale and production of international investment reports focusing on emerging and frontier economies in Africa, Middle East and the Caribbean.

Originally from Mongolia, Tsol understands the importance of diversity and inclusion, and brings customer focused perspective to support and cultivate long term successful client relationships. Tsol graduated from Temple University. She earned her Bachelors of Business Administration with concentration in Economics.  Tsol is fluent in English and Mongolian, and holds Series 7, 65, and 63 licenses. Tsol currently resides in the Fishtown neighborhood of Philadelphia, PA.

 

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