Meet Our Team

Just as we want to get to know you personally, we want you to know our team on both a professional and individual level.

Our people are what truly set us apart among wealth management firms. Not only do we serve you with investment advisory experience of more than 100 years spread across our team of seasoned investment and financial services professionals, but each of our advisors and managers have a genuine passion for helping our clients achieve their personal goals.

Learn more about the members of the Independence Advisors team below.


chas boinske

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 30 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 rioboli

Mark A. Rioboli, CFP®, CFS – Director of Wealth Management

As Director of Wealth Management, Mark applies his expertise and attention to detail to solving clients’ financial puzzles. He has over 30 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 at 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.

Mark has been married to his wife, Joan, for 27 years and they have 2 children. Mark enjoys learning about the latest advances in health, nutrition, and fitness.


patrick runyen

Patrick D. Runyen, CPA/PFS, CFP® – Wealth Manager

As a Wealth Manager, Pat works closely with clients to implement wealth management solutions. He leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions.

Prior to joining us in 2015, he worked in both the Assurance and Tax Practices at PricewaterhouseCoopers LLP in their Philadelphia and Denver offices. While in the PwC Tax practice, Pat provided financial planning guidance to executives and employees of multiple Fortune 500 companies. Pat’s experience also includes working at a fee-only wealth management firm in the Philadelphia area.

Pat is a Certified Public Accountant, holds the Personal Financial Specialist designation, and is a Certified Financial Planner. He earned a B.S. in Finance from St. Joseph’s University and an M.B.A. with an Accounting concentration from La Salle University. In his free time, Pat enjoys spending time with his family in Ocean City, NJ, visiting national parks, following all Philadelphia sports teams, exercising and fly fishing, He lives in West Chester, Pennsylvania with his wife Ann and their two sons Archie and Henry.

 


patrick melvin

Patrick D. Melvin – Wealth Manager

As a Wealth Manager, Pat works closely with clients to implement wealth management solutions. He helps clients make informed, intelligent and independent decisions regarding their wealth management needs.

With 10 years of financial services experience, Pat joined Independence Advisors in 2015. Prior to joining IA, he was a partner at Capital Planning Group of Pennsylvania. At Capital Planning, Pat specialized working with large physician group’s qualified retirement/defined contribution plans as well as comprehensive financial planning for physicians and executives. Pat’s experience also includes examining clients’ insurance needs and estate planning solutions.

Pat earned his undergraduate degree from Villanova University in 2009.  In his free time, Pat enjoys playing golf at Overbrook Golf Club.


Stephen Haney– Associate Financial Planner

As an Associate Financial Planner, Steve works with the investment management team to develop a thorough understanding of the goals and planning needs of clients. He is responsible for analyzing client investments and producing decision-useful information that allows clients to pursue their goals with an eye toward diversification, cost reduction and discipline.

Prior to joining Independence Advisors in 2018, Steve was a registered representative at Lincoln Financial Advisors. At Lincoln he developed investment and insurance solutions for individuals and their families and helped closely-held businesses plan for succession. Before Lincoln, Steve was an advisor at Raymond James Financial Services.

Steve entered the financial services industry upon graduating from the Pennsylvania State University Smeal College of Business in 2012 and earned his Series 7, Series 66 and Life & Health Insurance licenses shortly thereafter. He is a 2019 Level III CFA Candidate and is committed to the ongoing development of his knowledge and skills in order to better serve clients. In his free time, Steve enjoys reading books, watching movies and listening to music. He is an avid cyclist and has participated in the Tour de Shore and Bike MS: Waves to Wine events in addition to frequent rides on the Schuylkill River Trail. 


janice conner

Janice Conner – Chief of Staff

As Chief of Staff, Janice leads the implementation of the strategic plan and manages the administrative activities of the firm, taking advantage of over 30 years of experience in the financial services industry.

Janice joined us in 2018 after spending 34 years with The Vanguard Group and Vanguard Charitable.  Janice served most recently as Chief Financial Officer and Chief Operations Officer of Vanguard Charitable, in addition to other roles during her tenure at The Vanguard Group. She has strong leadership skills and business transformation experience, taking organizations from vision to implementation. She earned her B.S. in Business Administration from Shippensburg University, is an active member of St. Matthew’s United Methodist Church and spends much of her free time volunteering for her favorite charities, such as Thorncroft Equestrian Center and Cradles-to-Crayons.


elizabeth gavin

Elizabeth L. Gavin, FPQP® – Vice President, Client Relations

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 22 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 FPQP® designation.


leslie young

Leslie A. Young, ChFC® – Client Relationship Manager

Leslie manages client relationships and works closely with the investment management team to provide the optimal client experience. She is also involved in preparing and analyzing client wealth plans as part of our financial planning process.

Leslie joined Independence Advisors in 2016 bringing with her over ten years of financial services experience. She earned her B.S. in Business Administration from the University of Delaware. In April 2011, The American College of Financial Services® awarded her the Chartered Financial Consultant® (ChFC®) designation.


suzanne malik

Suzanne Malik, FPQP® – Client Relationship Manager

As Client Relationship Manager, Suzanne is responsible for providing superior service to our clients. Providing a high level of personal attention in the development of financial plans and client communications, she acts as an integral part of our client service and operations team.

Suzanne brings years of experience implementing best in class client service and account management for companies such as Four Seasons Hotels, America Online and The Big Ten Conference. Suzanne transitioned to the financial services industry by managing operations and client service for a registered investment advisor. She greatly enjoys the personal aspect of financial service, and is dedicated to developing long term relationships with our clients.

Suzanne earned her B.A. in Journalism from Penn State University.  In August 2018 The College for Financial Planning® awarded Suzanne the FPQP® designation. She lives in Berwyn with her husband and four children and spends much of her free time supporting local youth ice hockey teams.


tina mccullough

Tina McCullough, FPQP® – Senior Portfolio Administrator

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 has over 14 years of experience in the financial services industry. In July 2012, she was awarded the FPQP® from The College for Financial Planning®.


 

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