This video should not be construed as a guarantee of client satisfaction or any particular outcome. Outcomes amongst the firm’s clients can and will vary. Financial planning does not guarantee that all client goals will be achieved. A financial adviser’s professional standard of conduct should not be used as the sole basis for evaluating whether to hire or retain an adviser. Thrive is neither a law firm nor an accounting firm and questions regarding estate planning, taxation, and similar legal and/or accounting topics should be addressed with the client’s legal and/or accounting professionals. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
iThrive Life Planning Process™
To learn more about each step,
check out our 90 second video or click on the appropriate arrow below:
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Meet The Team
Steve Erfle, CFP®, CDFA™, MBA
Managing partner
Mike Ptaszenski, CFP®, MBA
Managing partner
Matt Donahue, CFP®
FINANCIAL PLANNER
Christian Dekker, CFP®
RELATIONSHIP MANAGER
Missy Devlin, CFP®
(Formerly Pohlig)
Financial Planner
Matt Fatz, CFP®
Financial Planner
Sean Gallagher
Relationship Manager
Jack Green, CFP®
RELATIONSHIP MANAGER
Ian Hoffman, CFP®
relationship manager
Ryan Kelly, CFP®, MS
Relationship Manager
Robert Kerns
Business Operations Manager
Norman MacQueen, MBA
Financial Advisor
Amanda Pierson (Formerly McKay)
office administrator
Michael Stanton, CFP®
Financial Planner
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither personalized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Clients are free to accept or reject any planning recommendations provided by Thrive and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Thrive is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Not all services come with ongoing monitoring or updating of client financial plans. Clients should refer to their services agreement to determine the scope of ongoing monitoring provided under their engagement. [Protected logos and marks used with permission of the respective rights holders]. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
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