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SUPPORT TEAM

Samantha Bezar

SAMANTHA BEZAR

DIRECTOR OF DIGITAL MARKETING

Samantha Bezar joined the Thrive team in 2018 as a marketing associate. Her ambition and consistent upbeat personality, combined with skills learned through gaining her coaching license from the International Coaching Federation, make her a valuable member of our team.

Samantha Bezar joined the Thrive team in 2018 as a marketing associate. Her ambition and consistent upbeat personality, combined with skills learned through gaining her coaching license from the International Coaching Federation, make her a valuable member of our team.

Samantha graduated from West Chester University with a Bachelor of Arts in psychology. When she isn’t working, she enjoys reading, spending time with family and helping high school and college students prepare for their future through her coaching.

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FrankB

FRANK BRUCKERL

DIRECTOR OF MARKETING

Frank Bruckerl joins Thrive Financial as the Director of Marketing with over ten years of experience in marketing professional services and as an information technology (IT) professional. Originally from Philadelphia, Frank graduated with honors from Drexel University with a Degree in Communications, specializing in Corporate Communications and Public Relations. 

Frank Bruckerl joins Thrive Financial as the Director of Marketing with over ten years of experience in marketing professional services and as an information technology (IT) professional.

Originally from Philadelphia, Frank graduated with honors from Drexel University with a Degree in Communications, specializing in Corporate Communications and Public Relations.  He spent several years as the Marketing Director for a transactional law firm in the Philadelphia suburbs, well-known for its representation in estate planning and tax matters.

Frank’s attention to detail and technical expertise lend to his mission of promoting Thrive across a wide range of mediums and ensuring an exceptional client experience.

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Natalie Donegan

NATALIE DONEGAN

OFFICE MANAGER & SCHEDULER

Natalie Donegan joined the Thrive Financial team in 2018 with an extensive background in customer service. As an office manager at the Fort Washington office, she is the first to answer the phones and welcome all who walk in the door with a positive attitude. Helping customers is always her first priority.

Natalie Donegan joined the Thrive Financial team in 2018 with an extensive background in customer service. As an office manager at the Fort Washington office, she is the first to answer the phones and welcome all who walk in the door with a positive attitude. Helping customers is always her first priority.

Natalie is an asset to the marketing team, assisting with workshop coordination and ensuring our clients know where to find our current workshops.  She is always eager to jump in and help her team!

In her free time, Natalie enjoys spending quality time with friends and family.

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Heather Elam

HEATHER ELAM

MARKETING ASSOCIATE, SEMINAR COORDINATOR

Heather joined the Thrive Financial team in its infancy and has been here ever since working as our Seminar Coordinator.  Her upbeat spirit, intense organizational skills and her ability to bake the most amazing cookies in bulk has made her an asset to the Thrive team.  Oh, you've never had one?  Come to one of our workshops and try one for yourself!

Heather joined the Thrive Financial team in its infancy and has been here ever since working as our Seminar Coordinator.  Her upbeat spirit, intense organizational skills and her ability to bake the most amazing cookies in bulk has made her an asset to the Thrive team.  Oh, you've never had one?  Come to one of our workshops and try one for yourself!

When Heather is not at Thrive, she is either at the gym or with her three awesome kids: Nathaniel, Nora, and Davis.  She loves to travel and entertain with her husband and friends.  Heather is always on the go, but will never be too busy to stop and chat with anyone.  Next time you see her, stop and say, "hi!"

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Matt Murphy

MATT MURPHY

MARKETING ASSOCIATE

Matt Murphy joined Team Thrive in November of 2019. He is currently a student in the Fox School of Business at Temple University obtaining his degree in Business Marketing. Before Thrive, Matt has worked numerous customer service jobs as well as in the IT Department of Radwell International. Matt’s attention to detail and out-of-the-box thinking has made him an invaluable member of the marketing department at Thrive.

Matt Murphy joined Team Thrive in November of 2019. He is currently a student in the Fox School of Business at Temple University obtaining his degree in Business Marketing. Before Thrive, Matt has worked numerous customer service jobs as well as in the IT Department of Radwell International. Matt’s attention to detail and out-of-the-box thinking has made him an invaluable member of the marketing department at Thrive.

When he is not working, Matt enjoys spending his time watching college and professional football (go Birds), professional basketball or any other Philadelphia sports team.

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Denien Williams

DENIEN WILLIAMS

SCHEDULER

Denien Williams has joined our team in 2020 as our Scheduler for Thrive Financial Services. Her background in Customer Services (over 15 years) has made her the Face of Thrive Financial Services; she puts the client first, truly wants the best for them and tends to their every need.

Denien Williams has joined our team in 2020 as our Scheduler for Thrive Financial Services. Her background in Customer Services (over 15 years) has made her the Face of Thrive Financial Services; she puts the client first, truly wants the best for them and tends to their every need.

Denien is also an identical twin, a wife and a mother. She is concurrently serving as a Chef in the United States Air Force once a month on a weekend, she is extremely proud to be serving her country for over a decade. When she isn’t serving her country or working at the best job ever, you can catch her reading, enjoying music, playing tennis, spending time with family, and wrestling with her son.

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PeggyR

PEGGY RAHILL

CHIEF COMPLIANCE OFFICER & 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.

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 Adviser Representative at Thrive.

A longtime resident of Flourtown, Pennsylvania, Peggy is a wife, mom and "Mamie" to two granddaughters and one grandson. One of her family’s favorite things is to vacation in Cape May, New Jersey. 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.

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Brittany Hodge

BRITTANY HODGE

DIRECTOR OF CLIENT SERVICES

Brittany Hodge joined the Thrive Financial Services team in 2017 as a client services specialist. Her background and enthusiasm in assisting others makes her a great fit for the Thrive culture. Brittany has always had a passion for business and finance and aspires to help people achieve their financial goals.

Brittany Hodge joined the Thrive Financial Services team in 2017 as a client services specialist. Her background and enthusiasm in assisting others makes her a great fit for the Thrive culture. Brittany has always had a passion for business and finance and aspires to help people achieve their financial goals.

Brittany graduated from Lebanon Valley College with a Bachelor of Science in business administration and has worked in the insurance and financial services industry for several years. She holds licenses in life and health insurance and annuities in Pennsylvania.

In her free time, Brittany enjoys traveling, sporting events, concerts and spending time with her dog, Baxter.

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SheyaA

SHEYA ASTLE

OPERATIONs SPECIALIST

Sheya joined Thrive Financial Services in 2019 as an Operations Specialist. She has extensive experience with retirement plans and annuities and has earned several industry designations.  Her client focus has received national recognition.  She is committed to the noble purpose of helping individuals achieve financial wellbeing.

Sheya joined Thrive Financial Services in 2019 as an Operation Specialist. She has extensive experience with retirement plans and annuities and has earned several industry designations.  Her client focus has received national recognition.  She is committed to the noble purpose of helping individuals achieve financial wellbeing.

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Deborah Murphy

DEBORAH MURPHY

Client Service SPECIALIST

Deborah Murphy has an active life, accident and health insurance license in the state of PA and progressive experience working in underwriting, claims, benefit plans, sales and customer service.

She prides herself on excellent communication and organizational skills with a high attention to detail, and in her spare time enjoys attending jazz shows, loves sports and spending time with her family and friends.

Deborah Murphy has an active life, accident and health insurance license in the state of PA and progressive experience working in underwriting, claims, benefit plans, sales and customer service.

She prides herself on excellent communication and organizational skills with a high attention to detail, and in her spare time enjoys attending jazz shows, loves sports and spending time with her family and friends.

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Ryan Kelly

RYAN KELLY, M.S.

DIRECTOR OF FINANCIAL PLANNING

Ryan comes to Thrive Financial Services in 2019 as the Manager of the Financial Planning Department.  He has been in the financial services industry for his entire 10-year career thus far.  His broad understanding of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning make him a true asset to the Thrive team.

Ryan comes to Thrive Financial Services in 2019 as the Manager of the Financial Planning Department.  He has been in the financial services industry for his entire 10-year career thus far.  His broad understanding of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning make him a true asset to the Thrive team.

Ryan graduated from American University with a BSBA in Finance in 2009 and obtained his Master’s Degree in Investment Management from Temple University’s Fox School of Business in 2018.

 In his free time, Ryan enjoys everything golf and spending time with his wife and family.

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DavidCrespi1

DAVID CRESPI, MBA

FINANCIAL PLANner

David joined our team in 2018 and is now a Financial Planner helping to support the financial planning process for the Advisors. He believes in education and putting clients’ needs first, making him a great match for our organization.

David joined our team in 2018 and is now a Financial Planner helping to support the financial planning process for the Advisors. He believes in education and putting clients’ needs first, making him a great match for our organization.

David has experience in banking, accounting, as well as asset management, and has/previously held financial industry licenses 7, 63, 65, and PA Life Insurance. He received his B.S. in Economics from Penn State University and his Master’s in Business Administration from La Salle University.

In his free time, David enjoys playing golf with his Dad, watching sports (especially the Eagles and Flyers), and being with friends and family.

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Toni Cleveland

BEVERLY CLEVELAND

FINANCIAL PLANNING ASSOCIATE

Beverly "Toni" recently joined the Thrive Team in 2019 as a Financial Planner. Using her background in finance, data processing, business paired with her attention to detail, Beverly is a great asset to Thrive. Beverly enjoys helping the others achieve their purpose in this economic world by continuously making specific administering procedures.

Beverly recently joined the Thrive Team in 2019 as a Financial Planner. Using her background in finance, data processing, business paired with her attention to detail, Beverly is a great asset to Thrive. Beverly enjoys helping the others achieve their purpose in this economic world by continuously making specific administering procedures.

Beverly has a degree in International Business from Strayer University and has worked in Finance for several years. She part of NAPW-National Association of Professional Women and is also trained in LEAN Management.

She enjoys spending time with her husband, her (4) daughters, grand-children, friends and time by the ocean. She like kayaking, bicycling, reading, watching movies and loves to travel.

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Myrna Bezar

MYRNA BEZAR

CLIENT LIASION

Armed with decades of business experience, Myrna Bezar recently joined Thrive Financial Services as a client liaison and has quickly become an integral part of the team. We’ve received many compliments from clients who have had the pleasure of speaking with Myrna. In fact, one even wanted to take her out to lunch recently! By the way, Myrna is David Bezar’s mom!

Armed with decades of business experience, Myrna Bezar recently joined Thrive Financial Services as a client liaison and has quickly become an integral part of the team. We’ve received many compliments from clients who have had the pleasure of speaking with Myrna. In fact, one even wanted to take her out to lunch recently! By the way, Myrna is David Bezar’s mom!

Myrna’s experience ranges from organizing and presenting at workshops geared to women to recruiting insurance agents and working in the insurance industry, both in Arizona and the Philadelphia area. We’re hoping Myrna will contribute to Thrive’s Women’s Empowerment workshops, which we plan to offer soon!

In 2009, Myrna and her husband, Bill, decided to move back to our area from Arizona to be closer to family, including grandchildren. Next time you’re in our office, please check to see if Myrna is available to say hello.

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