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 SEC 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 .  When Phil entered the securities industry he obtained the FINRA Series 7 General Securities Representative, Series 24 General Securities Principal, Series 63 Uniform Securities Agent State Law, Series 51 Municipal Securities Limited Principal and now maintains the Series 65 Uniform Investment Advisor Act registration through Financial Integrity Advisors, LLC. a SEC registered investment advisor. 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.

Lingyi Fang works with clients to assist them in various aspects of actuarial analysis, valuation, risk management, plan design and implementation. He specializes in actuarial work relating to self-insurance programs, worker’s compensation plans, as well as pension and OPEB plans. Clients utilize his 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.

Lingyi has a Master of Actuarial Science degree from Columbia University. He obtained his Bachelor’s degree in Applied Mathematics from Jiangsu University, China, and Bachelor’s degree in Actuarial Sciences from Arcadia University. He has passed six actuarial exams and fulfilled VEE requirements.

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®).