Skip to content

SUPPORT TEAM

sami

SAMANTHA BEZAR

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.

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.

Read more
FrankB

FRANK BRUCKERL

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. 

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.  He spent several years as the Marketing Director for a transactional law firm in the Philadelphia suburbs, well-known for its representation in estate planning and tax matters.

Frank’s attention to detail and technical expertise lend to his mission of promoting Thrive across a wide range of mediums and ensuring an exceptional client experience.

Read more
natalie

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.

Read more
heather

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!"

Read more
brit

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.

Read more
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.

Read more
PeggyR

PEGGY RAHILL

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.

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.

Read more
ryan

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.

Read more
crespi

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.

Read more
Toni

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.

Read more
myrna

MYRNA BEZAR

CLIENT LIASION

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.

Read more
william-bill

WILLIAM BEZAR

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.

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.

Prior to joining Thrive Financial Services, Bill’s experience included innovator and general manager of a multimillion-dollar industrial company and a role in a huge financial division of Citi Group.

After opening what became a nationally recognized insurance servicing firm in Arizona, Bill and his wife and partner, Myrna, became the leaders of a large contingent of associates and achieved much recognition for their consistent performance and ability to develop people.

In 2009, Bill and Myrna relocated from Arizona to Pennsylvania to be closer to family. Thrive Financial Services welcomes Bill Bezar as a financial service professional. By the way, Bill is David Bezar’s dad!

Read more
consultation-circle-small

Complimentary Consultation

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.

Request a Consultation

Or give us a call at 800.516.5861