Phone: 215-376-5530Mobile: 610-389-4380Fax: 215-376-5532E-mail: firstname.lastname@example.org
As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, Stevecounsels individuals and families in all facets of financial planning. This includes investment management, retirement planning, charitable giving, risk management, tax planning, estate planning, and divorce consulting. Steve is passionate about helping his clients go from confused and overwhelmed to confident and in control.
Steve began his professional career as a relationship manager with SEI Investments, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. At SEI, Steve assisted investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.
Steve then moved on to Legacy Advisors to help expand and deliver holistic financial planning. Steve worked directly with Legacy’s ultra high net worth clients to help them accomplish their objectives regarding family, lifestyle, business continuity, asset planning, and ultimate estate distribution.
After Legacy Advisors, Steve accepted an opportunity to team up with United Capital Private Wealth Counseling to grow their wealth management services in the Philadelphia area. At United Capital, Steve successfully established many relationships with high net worth individuals and helped them progress towards and realize their goals by focusing on what matters and what they can control.
After years of valuable industry experience, Steve co-founded Thrive Wealth Management, LLC in 2013. Steve wanted to create a client first (fiduciary) experience. One that builds comprehensive financial plans to improve lives. Thrive has flourished by offering a highly personalized service/relationship with their clients.
He completed his undergraduate work at Ursinus College (BA in Economics) and graduate work at Saint Joseph’s University (MBA in Finance).
Steve currently resides in Blue Bell, PA with his wife and four children. In his spare time, he enjoys being with his family, coaching youth sports, and playing basketball & golf.
Phone: 215-376-5530Mobile: 484-680-7036Fax: 215-376-5532E-mail: email@example.com
Mike is a Co-Founder and Managing Partner of the firm. As a CERTIFIED FINANCIAL PLANNER™ professional, he is dedicated to helping individuals and families achieve lasting financial success by following a prescribed planning process while helping clients focus on the things they can control.Mike holds the CERTIFIED FINANCIAL PLANNER™ designation. He completed his undergraduate work at The University of Pittsburgh (BSBA in Finance) and graduate work at Saint Joseph’s University (MBA in Finance).
Mike started his professional career with SEI Investments; a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. While at SEI, Mike worked closely with investment advisors to grow and manage client wealth.
After leaving SEI Investments, Mike joined an established Financial Planning firm that had recently been acquired by a venture capital firm. While there, Mike was responsible for managing and growing the existing client relationships.
In 2013, after realizing there was a better way to work with clients and deliver the value they deserve in the relationship with their advisory firm and its professionals, Mike co-founded Thrive Wealth Management.
Mike currently resides in Collegeville, PA with his wife and three daughters.
Phone: 215-376-5530Fax: 215-376-5532E-mail: firstname.lastname@example.org
Loretta Hutchinson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Divorce Financial Analyst® (CDFA™) as well as a Nationally Certified Counselor (NCC). She has successfully helped individuals, families, and business owners reach and exceed their financial goals by strategically aligning personalized solutions with their lifestyle needs. She strives to keep her clients informed, at ease, and on track.
Loretta was named Philadelphia Magazine's 5 Star Wealth Manager for the past 5 years. She also received the Women's Choice Award for Financial Advisors. Loretta is a regular contributor and guest columnist for The Advance of Bucks County, The DailyWorth.com, Local Living Magazine, Divorce Magazine, Family Lawyer Magazine, and the previous Bucks County Women's Magazine. Loretta has also hosted the local radio show "Financial Issues and Answers" educating listeners about financial planning, investment management, tax management, retirement planning and divorce.
She is the founder of Financial Divorce Plan, LLC where she helps individuals navigate divorce saving time, angst, and money. Loretta educates her clients about the divorce process providing peace of mind and an informative edge during a difficult time in their lives.
Loretta received a B.S. in Accounting from the University of Scranton and a Masters in Counseling Education from the College of New Jersey. She is a lifelong resident of Bucks County where she resides with her husband Mark and Lab Libby.
Phone: 215-376-5530Mobile: 484-437-1232Fax: 215-376-5532E-mail: email@example.com
Norman brings more than 25 years of experience in the investment advisory business along with a shared passion in helping clients achieve their financial goals. Norman completed his undergraduate work at West Chester University (BS in Economics) and graduate work at Eastern University (MBA in Finance).
Early in his career, Norman worked at Vanguard sparking his passion for investments. After leaving Vanguard, Norman worked at SEI Investments and ultimately with a partner, started a successful investment advisory firm. In November 2013, Norman was elected as the Chester County Controller. His responsibilities included managing payroll and retirement benefits, performing internal audits and creating annual financial reports.
At Thrive, Norman is responsible for helping clients achieve their goals through the iThrive LifePlanning Process™.
Norman resides in Malvern, PA with his wife. He is a proud parent of three children and five grandchildren. In his spare time, he enjoys being outdoors boating, fishing, and hunting.
Phone: 215-376-5530Mobile: 267-664-2609Fax: 215-376-5532E-mail: firstname.lastname@example.org
Michael brings 8 years of experience in helping individuals and families achieve their Vision. Michael holds the CERTIFIED FINANCIAL PLANNER™ designation along with his Life and Health Insurance License. He attended LaSalle College High School and completed his undergraduate work at the University of Scranton (BS in Business Management & Finance).
Michael has worked his entire career in the financial services industry. He started with Prudential Financial, then joined Lincoln Investment Planning, Inc. in Jenkintown, PA.
At Thrive, Michael delivers not only financial planning service and expertise to the Thrive Community, but also focuses on improving company retirement plans. His client focused approach has been successful in helping not only business owners but employees plan for their retirement.
Michael is the founder and President of Stand-By-Steve: Stephen P. Stanton Memorial Foundation, a non-profit organization focused on providing private education scholarships to deserving students. In his spare time, he is an avid golfer, member of a popular local band, and loves spending time with his family. He resides in Lafayette Hill, PA.
Phone: 215-376-5530Fax: 215-376-5532Email: Matt@thrivewealth.com
Matt is passionate about helping clients find clarity in their financial lives, as well as giving them the confidence and control to know they are on the right path. As a CERTIFIED FINANCIAL PLANNER™, Matt guides clients in all aspects of financial planning including, retirement planning, investment management, risk management, charitable giving, and estate planning. Matt helps clients make better decisions by evaluating their current financial picture, developing and recommending alternatives to guide them on the right track, and educating them on how these alternatives will affect them.
Matt began his financial services career in 2013 at United Capital in North Wales, PA. During his time at United Capital, he assisted in all facets of the firm, helping with operational tasks like implementing and rebalancing portfolios, developing and presenting financial plans for his clients, and being a member of the investment management committee.
Matt completed his undergraduate degree at Ursinus College, and earned a B.A. in Business & Economics. Matt currently resides in the Fairmount area of Philadelphia, PA. In his spare time, Matt enjoys spending time with family and friends, and playing basketball & golf.
Phone: 215-376-5530Fax: 215-376-5532Email: Missy@thrivewealth.com
Missy Pohlig is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who has spent her entire professional career working in financial services. At Thrive, she is passionate about utilizing her expertise to deliver holistic financial planning and exceptional service to our clients.
Missy completed her undergraduate studies at the Robert H. Smith School of Business at the University of Maryland in College Park, Maryland. Before graduating, she developed an interest in working in financial services and started her career working at SEI investments.
Before joining the Thrive team, Missy was the Director of NextGen Services at SEI responsible for identifying issues impacting financial advisors and developing solutions to help clients run better businesses. She oversaw many programs and coached hundreds of financial advisors during her time at SEI on everything from process efficiency, technology, succession planning, to financial planning. She was also a regular contributor to SEI’s Practically Speaking blog where she wrote about the issues surrounding Generation X and Y.
Missy was named 30 under 30 by LifeHealthPro in 2015. Throughout her career in financial services, she has spoken at numerous conferences across the country and has written articles which were featured in many noteworthy publications, including NASDAQ, FA Magazine, Fox Business, Iris, and Michael Kitces’ Nerd’s Eye View.
Missy resides in Philadelphia with her fiancé. She spends her spare time traveling and doing charity work for a non-profit called Ryan’s Case for Smiles, where their mission is to help families cope with the trauma and stress of their child’s illness. Missy joined the charity over 7 years ago and has held various positions, but is currently Vice President of the organization.
Phone: 215-376-5530Fax: 215-376-5532E-mail: email@example.com
After graduating from Bucknell University with a BA in Economics, Brian returned to his hometown of Cheltenham, PA to pursue a career in financial planning. He began his career as a Relationship Banker with Santander Bank, where he specialized in managing high profile client relationships.
As the Financial Planning Associate at Thrive, Brian supports the team as they ensure clients are achieving their vision and meeting their goals. He holds Series 6, Series 63, and PA Life, Accident and Health Insurance licenses and is currently studying to earn the CFP® designation.
Phone: 215-376-5530Mobile: 610-772-0004Fax: 215-376-5532E-mail: firstname.lastname@example.org
Mary Ann comes to Thrive Wealth Management with a strong background in client service and business office management experience. Mary Ann is an integral part of the Thrive Wealth Management team, helping to administer and manage the firm’s day-to-day activities. She is passionate about client service and strives to make every client feel like “family”. Mary Ann’s main priority is focused on providing excellent client and advisor support for the firm on a daily basis.
Mary Ann received her undergraduate degree in Business Administration and Accounting from Duquesne University in Pittsburgh, PA. She and her husband stay very busy with their three grown children and long-haired dachshund, Parker.
An avid animal lover, Mary Ann also enjoys traveling, rooting for Pittsburgh sports teams and spending time at the NJ shore with her family and friends.
Michelle brings broad experience in the insurance, financial and legal worlds to support the Thrive team. At Prudential and The Hartford, Michelle worked on the AARP account in diverse areas including: Customer Service, Actuarial Services, Provider Relations and Resource Management. At The Vanguard Group, Michelle researched client financial statements in the Client Data Management Group. Most recently, she assists local attorneys drafting client estate planning documents, including wills, trusts and property deeds.
Michelle is a graduate of Saint Joseph's University where she studied Psychology and Business Administration.
Outside of work Michelle enjoys sports, boating, watching her kids' activities and spending time with family.