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Your Team |
A Personal and Business Planning Program developed specifically for our clients and their families.
Life can be a hectic journey, full of bumps and potholes. Slowing down a bit to make some financial decisions can help
make the journey so much more rewarding – now and down the road.
TEMAA Financial offers a variety of financial services to help meet your particular needs, whether you’re just beginning to
design a plan or already have some strategies in place.
Our professionals meet demanding criteria regarding continuing education and business conduct. They recognize how busy you are,
but they also recognize you have a multitude of financial issues that need to be addressed.
Working as part of your team of advisors, your TEMAA Financial representative will help you develop a total plan for your
financial goals, your dreams, and your life’s journey.
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Thomas E. Murphy ( CFP®,
AEP, CFBS, MSFS, CLTC, CDFA) (Partner, TEMAA Financial)
Since 1988 Tom has specialized in assisting the owners and executives of corporations and high net worth individuals in
creating, preserving and transferring their wealth using innovative business continuity plans, asset protection plans and tax
favored wealth accumulation and transfer strategies.
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Susan A. Sylvest
( Partner, TEMAA Financial)
Susan A. Sylvest has more than 20 years experience in wealth management, including asset allocation and investment advising
for high net worth individuals through private client portfolios, as well as with two leading private banks, Frost Bank and
Trust and Northern Trust Bank.
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Hallye E. Hall (Vice President, TEMAA Financial)
In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied,
knowledgeable customers. Hall’s aptitude in analytical and advisory insight has equipped her to utilize the firm’s extensive
research and securities data to personalize each client’s planning and advisory process as well as implement recommendations
to the group’s portfolio-management strategies. Working with TEMAA, Hall brings another element of education and knowledge
which allows her to develop stronger client relationships.
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Bob Borowczak ( Vice President, TEMAA Financial )
As a member of TEMAA Financial, Bob focuses on providing comprehensive Financial Planning services and institutional quality
portfolio management strategies to high-net-worth individuals. Bob started his Financial Services career at Morgan Stanley
and was consistently recognized as a top producer against his peers.…
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