SUPPORT TEAM

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SAMANTHA BEZAR

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

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, traveling, Formula 1 racing and spending time watching any Philadelphia sports team. .

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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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MATT MURPHY

MARKETING ASSOCIATE

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.

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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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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Myrna Bezar

MYRNA BEZAR

CLIENT LIAiSON

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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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.

Chris joined Thrive Financial as a member of our 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.

In addition to obtaining his Bachelor of Business Administration (BBA) in Accounting from Temple University, Chris has obtained his series 7, 63 & 65 licenses and holds the Chartered Retirement Planning Counselor, CRPC® designation.

Chris enjoys being outdoors which naturally includes playing golf, and spending time with his wife, family and their dog.

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PEGGY RAHILL

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.

A longtime resident of Flourtown, Pennsylvania, Peggy is wife to Gene Rahill, a mom and "Mamie" to four grandchildren. One of her favorite things is to do family vacations to Cape May, NJ in the summer and Florida in the winter.   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.

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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REBECCA (BECKY) HINES, CPA

fINANCIAL CONTROLLER

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.

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. 

Becky holds a Bachelor of Science degree in Accounting from the Pennsylvania State University, is a licensed CPA in Pennsylvania and has extensive experience in financial accounting.  In addition to her husband, Becky’s family includes three grown children and a dog.  She enjoys exercising, reading, spending time with family and attending live sporting and other cultural events.

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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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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.

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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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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BECKY LONG

OPERATIONs SPECIALIST

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.

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. 

 

Becky will be relocating from Lancaster County with her husband to be closer to family in the Greater Philadelphia area.  Aside from spending time with family, Becky loves reading the local newspaper and “snail mailing” clippings to loved ones.

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MEGHAN SCHMIDT

Marketing Intern

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 apart 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.

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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