A Team Approach

Many minds,
one purpose.

The confidence and trust you have in your advisor is the cornerstone of your relationship with our firm. Most families will have a single lead financial advisor. Some families with more complex planning needs will work with a two-advisor team.

Meet the TGS Team

Our team includes talented individuals with diverse backgrounds in the humanities, business and finance.

David A. Burd, CFP®
Managing Director, Chief Compliance Officer
James S. Hemphill, CFP®, CIMA®, CPWA®
CHIEF INVESTMENT STRATEGIST, MANAGING DIRECTOR
Sean H. Moore
FINANCIAL PLANNER
Zachary Burd
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

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