With over 20 years of prior financial services experience, Patrice joined the Thrive team several years ago as our Client Relations Manager. She is a Pennsylvania Licensed Life Producer, and a Notary Public with the Commonwealth of Pennsylvania.
As part of her contributions to Thrive, Patrice handles multiple facets in our organization as well as behind the scenes. You will see her assisting in all of our Seminars, as well as greeting clients as they come into our office. You will receive calls from Patrice confirming your appointments, find her answering the busy Thrive phone lines – AND apologizing for all the candy in our office.
Patrice grew up in Upper Dublin and remained in the area after college. She actually still lives in her childhood home with her 23 year old daughter. When she is not working, Patrice enjoys spending time with friends and family and relaxing at one of her favorite places in the world — the beach.
James joined the team as Agency Coordinator in late 2014 coming from a background of marketing and team management. Before being introduced to Thrive, he had little experience in business or financial services. “After I met David Bezar and Bret Elam, I knew I had a lot to learn but these were the guys who were going to teach me.” Combining his passion for organization and communication, James quickly integrated himself into the Thrive culture and currently helps maintain our front end and back office processes. James became a licensed PA insurance agent in 2015 and continues to learn the industry and take steps toward further development.
James is also involved in the scheduling and preparation for our educational workshops. You will usually find him greeting people at our registration table or sneaking a cookie at the snack table. For anyone you know who might be interested in attending one of our educational workshops, James can certainly help get them signed up. Using his knowledge of technology and his passion for helping, he has become our “systems guy” — the go to person for our Generational Vault program. If you’re interested in learning more about the Thrive Generational Vault, feel free to give James a call.
Very rarely will you ever see James without a smile. His positive attitude and poise positively influence those around him. For fun, James likes to read books, cook gourmet meals and stay active in his free time. Say hello next time you see him; you’re bound to end up in an interesting conversation.
Compliance Manager and Controller
About five months after “retiring” from 20 years of service at Liberty Mutual, Peggy joined Thrive to contribute to the functions of financial reporting and compliance. In addition to a graduate degree in risk management, Peggy holds several insurance designations, but her most recent accomplishment is becoming an investment advisor representative at Thrive.
A long-time resident of Flourtown, PA, Peggy is a wife, mom and “Mamie” to one baby girl. As a family, one of our favorite things is to go to Cape May, NJ where we rent a place. Next time, we’ll need a bigger place as we are awaiting the imminent birth of two more grandchildren! In addition to spending time with her family, Peggy travels to Ireland every year to visit her eight first cousins and their families on the other side of the Atlantic.