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.
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.
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.
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!
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.
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.
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!
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.
Michael is a 23-year-old graduate of the University of Pittsburgh, College of Business Administration. He graduated with degrees in Finance and Economics in April 2018. Michael joins Thrive after fulfilling his role as an Analyst at a wealth management firm in Delaware. He is currently in pursuit of obtaining the FRM from GARP and will complete the Level 1 examination in 2019.
Ryan comes to Thrive Financial Services in 2019 as a Financial Planner in 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.
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.