DIRECTOR OF DIGITAL MARKETING
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.
DIRECTOR OF MARKETING
Frank Bruckerl joins Thrive Financial as the Director of Marketing with over ten years of experience in marketing professional services and as an information technology (IT) professional. Originally from Philadelphia, Frank graduated with honors from Drexel University with a Degree in Communications, specializing in Corporate Communications and Public Relations.
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.
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 Advisor Representative at Thrive.
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!
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.
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.
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.
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.
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.
FINANCIAL SERVICE PROFESSIONAL
Bill fits right in with Thrive’s “Education First” philosophy. In addition to being committed to treating clients with dignity and respect, Bill’s passion is education — of both his clients and of the members of his organization. He has demonstrated how he freely shares his knowledge and expertise through volunteering to teach a long-term care and debt elimination course at Paradise Community College in Arizona. Additionally, Bill’s organization provided free weekly courses in his offices on the subjects of debt elimination and insurance protection.
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!
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.