FINANCIAL PROFESSIONAL TEAM

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MITCHELL CHADROW

DIRECTOR OF FINANCIAL PLANNING

Mitchell Chadrow joined Thrive Financial in August 2018. In this leadership role, he manages the comprehensive financial planning process, providing individuals, families and business owners with strategies to help solve their problems with retirement, tax, risk management, estate planning and lifestyle issues.

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JORDAN COHEN

FINANCIAL ADVISOR

As a financial advisor at Thrive, Jordan has helped to drive our corporate mission and to enrich company growth since his arrival in 2014. He brings almost 15 years of experience and knowledge in the financial service industry. Jordan’s passion for educating his clients makes him a great fit for Thrive.

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DAVID CRESPI, MBA

FINANCIAL SERVICES PROFESSIONAL

As a Financial Services Professional at Thrive, David helps support the financial planning process for the Advisors. He is a new addition to our team and is developing to become a financial advisor himself. He has industry experience in banking, accounting, and asset management, and is currently pursuing the CFP® designation. He believes in education and putting clients’ needs first, making him a great match for our organization.

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ANDREW STEPHENS

FINANCIAL SERVICES PROFESSIONAL

Andrew Stephens came to Thrive Financial with valuable industry experience and the willingness to put that experience to work as a financial services professional.

Andrew was born and raised in Houston, Texas, where he attended the University of Houston and received his bachelor’s degree in finance. Following college, Andrew spent a few years working as a financial advisor with AXA Advisors. Though he loved helping clients with their financial portraits, he wanted to venture out and learn another aspect of the financial realm, which lead him to join JPMorgan Chase as a banker.

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LOUIS MANZO, CFP®

FINANCIAL ADVISOR

Lou has been in the financial services industry for more than 26 years, with a practice focused on working with pre-retirees and retirees. He has spent much of his career in a management role, building teams of advisors with different specialties to address the various needs of their clients. Lou believes in a holistic advisory approach that encompasses all aspects of his clients’ lives and, over the years, he has received multiple industry recognition awards both as a manager and as an advisor.

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SHERRI EIGEN, NSSA®

FINANCIAL SERVICES PROFESSIONAL

As an independent financial professional, Sherri Eigen is well-versed in strategies and insurance. With over 20 years of experience in the financial industry, Sherri’s clients say that she makes them feel confident in having a potentially comfortable retirement and being able to take care of their families.

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ELIZABETH GOSEK, MBA, NSSA®, LUTCF®, RICP®

FINANCIAL ADVISOR

Elizabeth is an Investment Adviser Representative, a licensed insurance agent and the founder of Optimal Wealth Services in Yardley, Pennsylvania. Optimal Wealth Services is a division of Thrive Capital Management, LLC on the investment side, and its sister company, Thrive Financial Services, on the insurance side. Elizabeth brings more than 13 years of experience in the financial advisory practice along with a shared passion in helping clients achieve their life goals. She accepted an opportunity to partner with Thrive to expand and deliver holistic financial planning based on fiduciary principles.

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DANIEL HILLIS

FINANCIAL ADVISOR

Daniel has been advising successful individuals, families and institutions worldwide on investing, capital needs and risk management for over 20 years. Daniel prioritizes long-term involvement and understanding of his clients’ financial, business and family needs. He helps them formulate and achieve short and long-term goals while managing and quantifying risk. He focuses on relevant, intuitive and practical solutions that drive the technical complexities and insecurities out of financial planning. He was fortunate to have had strong financial mentors, role models, education and support and feels the responsibility to provide the same to others.

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ANTHONY MASCHERINO, NSSA®

FINANCIAL ADVISOR

Anthony has been helping people gain financial confidence for more than 20 years. He started his financial career at Vanguard, where he spent most of his 13 years working with companies on their employee benefits as well as providing advocacy for individuals.

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BRIAN DOUGHERTY, NSSA®

FINANCIAL ADVISOR

Brian started in the financial arena in 1993 as a sales representative for a subsidiary company of CitiGroup and quickly rose to the management level before he decided to pursue a career as a CFO with four of the Philadelphia area’s largest and most successful nightlife facilities — venues that hosted world-renowned entertainers and artists that captured pop culture at its highest levels. At Thrive, Brian has contributed to producing creative solutions for both agent and client marketing and sales strategies that have helped to carve out the current path of success that our company is on.

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WILLIAM BEZAR

FINANCIAL SERVICE PROFESSIONAL

Bill fits right in with Thrive’s “Education First” philosophy. In addition to being committed to treating clients with dignity and respect, Bill’s passion is education — of both his clients and of the members of his organization. He has demonstrated how he freely shares his knowledge and expertise through volunteering to teach a long-term care and debt elimination course at Paradise Community College in Arizona. Additionally, Bill’s organization provided free weekly courses in his offices on the subjects of debt elimination and insurance protection.

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Complimentary Consultation

We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.

Or give us a call at 800.516.5861