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
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.
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.
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.
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!
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!
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.
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.
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.
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.
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.
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.
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.