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.
Bryan Britchkow brings more than 20 years of experience to Thrive, previously serving High Net Worth and Institutional clients from top-tier Wall Street firms. Bryan offers a broad knowledge of Capital Markets, trading and analysis. He started his career as a Stock Broker in 1997 and moving over to the Proprietary side of the business in trading and managing Firm capital from 2003 thru 2016.
MARYANN LIM, CFP®
ASSOCIATE FINANCIAL ADVISOR
Maryann Lim came to Thrive Financial Services in 2019 with several years of industry experience, the CERTIFIED FINANCIAL PLANNERTM designation, and the passion to educate retirees on financial planning as an Associate Financial Advisor.
ASSOCIATE FINANCIAL ADVISOR
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.
SHERRI EIGEN, NSSA®
FINANCIAL SERVICES PROFESSIONAL
As a 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.
ELIZABETH GOSEK, MBA, NSSA®, LUTCF®, RICP®
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.
BRIAN DOUGHERTY, NSSA®
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.
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.