SUPPORT TEAM

Samantha Bezar

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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Alicia-Mar2020

ALICIA D'ONOFRIO

MARKETING MANAGER

Alicia D’Onofrio joined Thrive Financial Services in January 2021. As a member of the Marketing Team, she brings with her over 25 years of experience in marketing communications and management consulting with an inherent understanding that the customer is the single most valuable asset an organization can have.

Alicia D’Onofrio joined Thrive Financial Services in January 2021. As a member of the Marketing Team, she brings with her over 25 years of experience in marketing communications and management consulting with an inherent understanding that the customer is the single most valuable asset an organization can have.

Alicia holds a B.A. in both English/Communications and Business Administration and, has acquired several post-graduate certifications believing you should never stop learning. Her desire to help people especially through education, coupled with her own enthusiasm to continually learn new things has made her effective in communicating Thrive’s message of customer service excellence.

When Alicia is not working, she teaches fitness and dance classes if she’s not writing short stories or painting custom wine glasses for family and friends. But her favorite pastime is cheering on her nephew at his sporting events.

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Natalie Donegan

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

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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Chris 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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PeggyR

PEGGY RAHILL

Deputy 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 Advisor Representative at Thrive.

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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Brittany Hodge

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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David H

DAVID HOLTZ

CLIENT SERVICE SPECIALIST

David Holtz joined Thrive Financial Services in 2021 as a Client Services Specialist. He previously worked in a variety of roles including as a stock trader on Wall Street and as a Client Services Associate at Vanguard. His background in trading and with assisting clients makes him a valuable addition to the team.

David Holtz joined Thrive Financial Services in 2021 as a Client Services Specialist. He previously worked in a variety of roles including as a stock trader on Wall Street and as a Client Services Associate at Vanguard. His background in trading and with assisting clients makes him a valuable addition to the team.

David graduated from the University of Michigan in 2018 with a Bachelor of Business Administration concentrating in accounting and finance. He obtained his SIE, Series 7 and Series 63 licenses in his previous role.

In his free time, David enjoys being active in various sports including playing tennis and basketball, as well as running.

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Ryan Kelly

RYAN KELLY, M.S.

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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SheyaA

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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