Meet The Team
At Murphy & Sylvest, we strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Thomas E. Murphy, CFP®, AIF® Chief Executive Officer
Since 1988, Tom Murphy has specialized in helping business owners, corporate executives, military veterans and high net worth individuals create, preserve and transfer their wealth. Tom designs innovative business continuity plans, asset protection plans and tax-favored wealth accumulation and transfer strategies.
Tom holds a master’s degree in financial services and has earned the following designations: CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Accredited Investment Fiduciary® (AIF®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®), Accredited Estate Planner® (AEP®), Certified Family Business Specialist (CFBS), Certification for Long-Term Care (CLTC®), Certified Divorce Financial Analyst (CDFA) and Special Care Planner.
Additionally, Tom is a licensed insurance counselor and is a member of various industry organizations, including the Financial Planning Association (FPA) and the National Association of Estate Planners & Councils (NAEPC).
A Dallas native, Tom graduated from the United States Military Academy at West Point and served 5 ½ years in the Military Intelligence Corps. He and his wife, Ciel, have been married for more than 30 years and have two children, Katharine and Thayer.
Susan A. Sylvest, AIF® Chief Investment Officer and Founding Partner
Susan Sylvest has more than 25 years’ experience in wealth management specializing in assisting women, corporate executives and working professionals. Her experience includes 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.
After relocating to Dallas from Boise, Idaho, Susan began in the Dallas office of Merrill Lynch as a financial advisor. She also has served as senior investment consultant with Banc One Investment Advisors and as vice president of investments and sales management for Fisher Investments, Inc. Before joining Murphy & Sylvest in early 2007, Susan was senior vice president of client services with a private wealth advisory firm, specializing in institutional asset allocation analysis for individuals of affluence as well as for families, corporations and institutions.
Susan holds a degree in economics from Indiana University and has earned the Accredited Investment Fiduciary® (AIF®) designation. She has passed the FINRA Series 65 securities exam and is a licensed Texas life and health insurance provider. In addition, she has completed all coursework for the CERTIFIED FINANCIAL PLANNER™ professional designation.
Susan is the mother of four daughters and five stepchildren and is active in community organizations where she shares her time as well as financial expertise. She has served on the financial committee of the Dallas Women’s Foundation (now known as the Texas Women’s Foundation), the board of directors for the Dallas Children’s Theater, Senior Source, TACA and Junior Players.
Kathaleen Bauer, AIF®, CLTC® Senior Vice President
Kathaleen Bauer began her career in the financial planning industry in 2003 after an extensive tenure in banking. She offers in-depth experience helping individuals, families and small businesses evaluate their present financial positions and refine their financial goals. She develops and monitors plans that help clients achieve their goals with a broad emphasis on retirement planning and multigenerational planning through a wide array of strategies.
Originally from California, Kathaleen holds a Bachelor of Science degree from Louisiana State University. She holds the Accredited Investment Fiduciary® and Certification for Long-Term Care Planning designations and has passed the Series 65 securities exam.
In the community, Kathaleen serves on the Southern Methodist University Libraries Executive Board and is a member of Altrusa International Inc. of Downtown Dallas and the SMU Mustang Club.