SUPPORT TEAM

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JILLIAN MARQUARD, M.S.

MARKETING MANAGER

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.

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.

Jillian graduated from West Chester University with a Bachelor of Arts in English and obtained her Master of Science in marketing from Southern New Hampshire University. At Thrive Financial Services, Jillian strives to grow the company to its greatest potential through strategic business development techniques. In her spare time, she enjoys outdoor activities, writing, baking, spending time with her husband and new little bundle of joy, Adalyn.

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SAMANTHA BEZAR

MARKETING ASSOCIATE, WEBINAR DEVELOPMENT

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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PATRICK LONGHITANO

MARKETING ASSOCIATE, DATA ANALYTICS

Patrick joined the Thrive Financial team as a marketing intern in October 2018 and was eventually brought in as a full-time marketing associate with a heavy focus in data analytics. His knack for analytics and data tracking, combined with a positive attitude and hilarious sense of humor have made him a great addition to the Thrive team.

Patrick joined the Thrive Financial team as a marketing intern in October 2018 and was eventually brought in as a full-time marketing associate with a heavy focus in data analytics. His knack for analytics and data tracking, combined with a positive attitude and hilarious sense of humor have made him a great addition to the Thrive team.

Patrick graduated from Indiana University of Pennsylvania in May 2018 with a degree in marketing, and minors in finance and economics. Prior to Thrive, he worked at his family’s restaurant, Longhitano’s Pizza in Southampton, PA. In his spare time, Patrick enjoys hockey, guitars, and spending time with his friends.

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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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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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BRITTANY HODGE

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.

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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RYAN KELLY, M.S.

FINANCIAL PLANNING MANAGER

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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DAVID CRESPI, MBA

FINANCIAL PLANNING ASSOCIATE

As a Financial Planning Associate at Thrive, David helps support the financial planning process for the Advisors. He is a new addition to our team and is developing to become a financial advisor himself. He has industry experience in banking, accounting, and asset management. He believes in education and putting clients’ needs first, making him a great match for our organization.

As a Financial Planning Associate at Thrive, David helps support the financial planning process for the Advisors. He is a new addition to our team and is developing to become a financial advisor himself. He has industry experience in banking, accounting, and asset management. He believes in education and putting clients’ needs first, making him a great match for our organization.

Prior to joining Thrive, David worked for a small credit union as their comptroller. He then went on to work for Vanguard, as he felt he wanted to work more directly with clients, something he enjoys very much. He chose to work for a credit union and Vanguard because they are both companies owned by their members/investors. He believes it is imperative to educate people and put their needs first, which is why he chose to work for Thrive. David received his B.S. in Economics from Penn State University and his Master’s in Business Administration from La Salle University. He also holds the Certified Credit Union Executive designation, and previously held the Series 7 and 63 FINRA Licenses.

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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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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