Tgs Financial Advisors

Website Links

Description

Development Coordinator Two weeks after graduating from Springfield High School in 1979, Susan started her career as a sales assistant with Merrill Lynch in Philadelphia and quickly worked her way up. She went on to work at Legg Mason, where she served as an assistant to the top sales representative and ran the municipal bond desk. Next, she was offered another position with Merrill Lynch in Media, Pennsylvania, where she worked with Jim Hemphill. And working with Jim would bring her to TGS Financial Advisors. Susan served as TGS’s operations manager when the firm was founded in 1990.

We’ve shaped our practice around our clients, developing the systems and providing the services they need to help build wealth and live life simply.

Beyond simplifying your personal finances, we can help you explore your capital-raising options, strengthen the financial structure of your business and address the retirement planning needs of your employees. Throughout the life of your business, we’ll be there to help you grow, adapt and, eventually, transition from one generation to the next.

David is married to Charlene, who has a Master's in Education and is a guidance counselor in the Delran school district in New Jersey. They have two children Zachary and Samantha, both recently graduated from college. They have lived in Voorhees, New Jersey, for over 25 years.

Just as our clients understand the value of the work we do, we have a deep understanding of the distinct challenges and opportunities presented by the work they do. We are particularly familiar with the unique circumstances facing doctors and entrepreneurs , professionals approaching retirement, as well as families with overlapping trusts and sophisticated estate planning needs. In order to serve this group well, we provide specialized expertise in the areas of retirement transition, asset protection, small business valuation and estate planning.

Products & services

Similar companies nearby