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 Adviser Representative at Thrive.
JILLIAN MARQUARD, M.S.
Jillian joined the Thrive team in 2017 as the marketing manager, with a strong background in digital, direct and strategic marketing. She began her career at a Philadelphia-based commercial printer specializing in large print-runs and direct mail. Her background, mixed with a consistently positive attitude and goal-orientated mindset, makes her a key component to the Thrive team.
CLIENT SERVICES SPECIALIST
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.
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.
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!
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.
FINANCIAL PLANNING INTERN
Victoria Mayer joined the Thrive team in 2018 as an intern to expand on her previous professional experience in retail banking and customer service. Her eagerness to learn more about financial planning and the industry makes her a valuable asset to the team and clients alike.
FINANCIAL PLANNING INTERN
Sean Tomlinson joined the Thrive Financial team in 2018 as a financial planning intern and is working toward becoming an advisor. Previously, he interned as a College Financial Advisor at Northwestern Mutual, where he discovered his passion for meeting with clients to discuss their financial goals. His prior client-facing experience and data entry background will help him add value to the Thrive team.
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.