DIRECTOR OF MARKETING
Samantha Bezar joined the Thrive team in 2018 as a marketing associate and has helped grow Thrive since then. Her ambition and consistent upbeat personality, combined with 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
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.
Matt Murphy joined Team Thrive in November of 2019. He is a graduate from Fox School of Business at Temple University with a degree in Business Marketing & Supply Chain Management. 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.
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!
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!
CHRISTOPHER BAK, CRPC®
Chief Compliance Officer
Chris joined Thrive Financial as a member of the client servicing team, looking to provide the team and their clients with the financial technology, investment knowledge, and industry experience to continue growing efficiently. Chris places great attention to the details of enhancing operational efficiency, building strong client relationships and investment oversight. Chris’s commitment to continued learning and self-betterment makes him a valuable asset to the Thrive team.
Deputy COMPLIANCE OFFICER & CONTROLLER
After 20 years in Finance and Audit at Liberty Mutual Insurance Company, Peggy joined Thrive in 2016. Her role currently includes assisting in compliance as Deputy Compliance Officer and handling various Human Resource responsibilities including onboarding new employees, and processing payroll and commissions. In addition to a graduate degree in risk management, Peggy holds several insurance designations, is a licensed Investment Advisor Representative with Thrive Capital Management, and recently obtained a Certified Plan Sponsor Professional (CPSP) Credential.
REBECCA (BECKY) HINES, CPA
Becky was first introduced to Thrive at one of their in-person seminars in Exton. She and her husband (Ed) were quick to jump on the Thrive bandwagon as they were impressed with the education and information offered by Thrive to assist in the tax planning for their future retirement. Becky has always been interested in the investment and retirement planning space as she has been a CPA for over 35 years and has, in the past, been a member in two investment clubs. She is excited to be, as of August 2021, a part of the Thrive team.
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.
RYAN KELLY, MS, CFP®
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.
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.
Becky joined Thrive in October 2021 as an Operations Specialist. She has previous operations and wealth management experience from her former firm in Lancaster, PA. She has her B.A. in Professional Writing and her M.A. in Theology. Her undergraduate studies prepared her to have a high attention to detail and to help her excel in both written and verbal communication.
Audrey Teague joined the Thrive Team November 2021 as a Marketing Intern and is eager to learn and grow in this position. During her time at Temple University, she learned important industry knowledge, gained valuable skills, and graduated in May 2022. Audrey got to study abroad in Italy for 6 weeks to help increase her perseverance and self-discipline and got to learn how to handle new situations in Rome. In her free time, she enjoys learning new recipes, baking, going out to concerts with friends, and traveling to new places.
Meghan Schmidt joined Team Thrive in December of 2021 as an intern. She is currently a Senior at Widener University as she studies Business Marketing and Sports Management. Meghan has always had an interest in the marketing field as well as a passion for helping people. She is excited to now be a part of Team Thrive and learn as much as she can! When she is not working, she enjoys traveling, spending time with family and friends, and watching football games on Sundays.
financial planning associate
Jake Weiner joined our team at Thrive in February of 2022 as a Financial Planning Associate. He has previous experience in retirement plan operations where he worked with plan participants regarding retirement questions and goals. Jake graduated from Temple University in 2021 with a bachelor’s in finance and financial planning. He is now thrilled to be a part of the Thrive team so he can continue his passion of helping others achieve financial security. When not working, Jake enjoys biking, spending time with family, playing with his dog Zoey, and watching Philly sports.
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If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.