Our Wealth Management Team

Independence Advisors, LLC serves you with investment advisory experience of more than 100 years spread across its team of seasoned investment and financial services professionals.

CHARLES P. BOINSKE, CFA - President

Chas Boinske oversees Independence Advisors strategic direction and portfolio management process. He is a nationally recognized expert in the complex financial issues faced by high net worth individuals and institutions. A pioneer in the use of Monte Carlo simulations in financial planning, he has published and spoken on the topic. During his more than 25 years in the investment management industry, he has been a featured speaker at national conferences, including the J.P. Morgan Wealth Management Conference, the Financial Planning Association, and the DFA Advisors College.

Chas co-founded Independence Advisors, Inc., the predecessor to Independence Advisors, LLC. He earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Chas received his B.S. in Economics from the Pennsylvania State University. He is a member of the New York Society of Security Analysts, the CFA Society of Philadelphia, the Wealth Management Council, the Wealth Management Exchange, and the CFA Institute.

MARK A. RIOBOLI, CFP®, CFS – Director of Wealth Management

mrioboli@independenceadvisors.com

As Director of Wealth Management, Mark applies his expertise and attention to detail to solving clients' financial puzzles. He has over 25 years of experience in the wealth management industry.

Mark joined Independence Advisors in 2006. Prior to joining Independence Advisors, he held positions as Vice President and Investment Advisor, PNC Wealth Management; President and CEO of Bryn Mawr Asset Management, a subsidiary of The Bryn Mawr Trust Company; and a Manager in the Personal Financial Services Group of PricewaterhouseCoopers, LLC. Mark is a Certified Financial Planner Professional and a Certified Fund Specialist. He earned a B.S. in Finance from St. Joseph’s University. In 2011, he served as President of the Philadelphia Tri-State Financial Planning Association and spent a total of seven years on the board.

CHARLES R. KORGER, CFP® – Vice President, Wealth Manager

ckorger@independenceadvisors.com

As Vice President and Wealth Manager, Chuck is the trusted advisor to a diverse group of affluent clients. Having begun his career more than 20 years ago, he has had the opportunity to develop broad and deep knowledge of the Wealth Management industry.

Chuck joined Independence Advisors in 2013. Prior to joining the firm, Chuck spent ten years with Sage Financial Group, where he was a Partner. His career has also included positions with highly respected companies such as Mercer Global Advisors and The Vanguard Group.

Chuck is a Certified Financial Planner Professional and he earned a B.A. from Doane College with a double major in Economics and Finance. He lives in Wynnewood, Pennsylvania with his wife Sharon and their two dogs. Chuck is also an avid college football fan as well as having a passion for skiing and scuba diving.

BARBARA H. RICHARDSON, RP^®– Director of Client Services & Chief Compliance Officer

brichardson@independenceadvisors.com

As Director of Client Services, Barb leads the effort to improve the Independence Advisors client experience, taking advantage of insights from more than 22 years experience in financial services. She also serves as Chief Compliance Officer and manages the firm’s administrative activities and data communications.

Barb has been with Independence Advisors since its inception. She earned her B.S. in Education from Philadelphia Biblical University. In July 2011 The College for Financial Planning^® awarded Barb the RP^® designation.

ELIZABETH L. GAVIN, RP^® – Senior Client Relationship Manager

bgavin@independenceadvisors.com

Beth manages client relationships in concert with the investment management team. She also implements enhancements to our financial planning process and is active in our wealth management consultative process.

Beth joined us in 2007 and has over 15 years experience in the financial services industry. She earned her MBA in Finance from New York University and her undergraduate degree from the University of Michigan. In May 2011 The College for Financial Planning^® awarded Beth the RP^® designation.

TINA McCULLOUGH, RP^® – Senior Portfolio Administrator

tmccullough@independenceadvisors.com

Tina implements trades as directed by the investment managers and produces client reports as part of her portfolio management and client reporting systems responsibilities. Tina is also responsible for portfolio modeling and financial projections using Monte Carlo simulations, which help our clients evaluate potential outcomes of their decisions. She assists in providing client servicing and administrative support.

Tina joined us in 2006 and has over 8 years experience in the financial services industry.

DONALD DULIN – Client Relationship Manager

ddulin@independenceadvisors.com

Don keeps client relationships running smoothly as part of a team with our other professionals. Don is also implementing new technology and other initiatives to enhance clients' wealth management consultative experience.

Don joined the firm in 2010 from SEI where he handled the fund accounting and tax accounting for various mutual funds. He earned his undergraduate degree from Mercyhurst College and his master's degree from St. Joseph's University.

About Us