FINANCIAL PROFESSIONAL TEAM

Untitled design (10)

JEFF WALKER

FINANCIAL Planner

Jeff Walker began his career in 2000 with American Express Financial Advisors.  He has an extensive background and knowledge base in the areas of financial planning, insurance and wealth management. He served as the chief investment and chief compliance officer for a registered investment advisory firm and mentored dozens of independent financial advisors over his career to help them understand and educate their clients on the unique challenges that retirement presents

Untitled design (11)

BRYAN BRITCHKOW

FINANCIAL Planner

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.

Untitled design (12)

JORDAN COHEN

FINANCIAL Planner

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.

Untitled design (13)

ANDREW STEPHENS

FINANCIAL Planner

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.

Headshots - Mandy

MANDY S. SNIDER, ChFC®

FINANCIAL PLANNER

Mandy has been in the financial services industry since 2001. She is a Chartered Financial Consultant (ChFC®) and holds several professional licenses including FINRA securities licenses, Series 7 and 63, and a Pennsylvania Health and Life Insurance license. Her practice includes retirement distribution planning, family legacy, wealth transfer, and preservation planning, tax strategy, and charitable giving.

Untitled design (14)

ERIK SCHUSTER, CFP®

FINANCIAL PLANNER

Erik Schuster, CFP® joined our exceptional group of advisors at Thrive in February 2021, bringing with him 9 years of experience in the areas of high net-worth financial planning, tax planning and estate planning. He began his career in 2012 with The Vanguard Group being committed to serving his clients' best interests. That advantageous quality stood out to us here at Thrive, assuring us that Erik will be a valuable asset to our clientele.

Untitled design (15)

CHAD AKSELRAD, CRPC®

FINANCIAL PLANNER

Chad Akselrad CRPC® has been a financial professional since 2006. He joined Thrive, bringing his philosophy of helping clients safely accumulate and distribute their wealth while protecting what matters most.

Chad attended Penn State University and received his bachelor’s degree in Corporate Communication. After a career in banking, he became an Insurance Specialist with New York Life and then to Merrill Lynch Private Banking and Investment Group.

Untitled design (16)

STACEY COHEN

FINANCIAL PLANNER 

Stacey began her career over 20+ years ago in the insurance, financial services and wealth management industry.  She has an extensive background and knowledge in these areas of focus as well as holding several professional licenses including FINRA Series 6, 7, 63, and 65.    She has worked with many clients with varying goals and interests to include retirement planning, wealth transfer and tax planning.

Untitled design (23)

JOE WATERLOO, CFP®

FINANCIAL PLANNER 

Joe started his career in the financial services industry over 30 years ago after graduating from The Pennsylvania State University with a B.S. degree in Finance. He is a Certified Financial Planner (CFP) and holds the Series 7, 63 and 65 FINRA securities licenses and the Pennsylvania Health and Life Insurance license.  He has extensive and broad experience in financial planning and wealth management and has always strived to put the interests of his clients first.

consultation-circle-small

Complimentary Consultation

IN-PERSON or VIRTUAL! 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