Contact

Steve Erfle, CFP®, CDFA™, MBA

Managing Partner

Phone: 215-376-5530
Mobile: 610-389-4380
Fax: 215-376-5532
E-mail: steve@thrivewealth.com

Mike Ptaszenski, CFP®, MBA

Managing Partner

Phone: 215.376.5530
Mobile: 484-680-7036
Fax: 215-376-5532
E-mail: mike@thrivewealth.com

Loretta Hutchinson CFP®, CDFA™, NCC

Partner

Phone: 215-376-5530
Fax: 215-376-5532
E-mail: loretta@thrivewealth.com

Missy Pohlig, CFP®

relationship manager

Phone: 215-376-5530
Fax: 215-376-5532
E-mail: missy@thrivewealth.com

Matt Donahue, CFP®

relationship manager

Phone: 215-376-5530
Fax: 215-376-5532
E-mail: matt@thrivewealth.com

Michael Stanton, CFP®

FINANCIAL ADVISOR

Phone: 215-376-5530
Mobile: 267-664-2609
Fax: 215-376-5532
E-mail: mstanton@thrivewealth.com

Matthew Fatz, CFP®

FINANCIAL ADVISOR

Phone: 215-376-5530
Mobile: 215-495-7055
Fax: 215-376-5532
E-mail: mfatz@thrivewealth.com

Norman MacQueen, MBA

FINANCIAL ADVISOR

Phone: 215-376-5530
Mobile: 484-437-1232
Fax: 215-376-5532
E-mail: norman@thrivewealth.com

Brian Hipwell

FINANCIAL Planning Associate

Phone: 215-376-5530
Fax: 215-376-5532
E-mail: brian@thrivewealth.com

Mary Ann McCallister

CLIENT SERVICES & OPERATIONS MANAGER

Phone: 215-376-5530
Mobile: 610-772-0004
Fax: 215-376-5532
E-mail: maryann@thrivewealth.com

Amanda McKay

Office administrator

Phone: 215-376-5530
Fax: 215-376-5532
E-mail: amanda@thrivewealth.com

Michelle Smaltz

Operations specialist

Phone: 215-376-5530
Fax: 215-376-5532
E-mail: michelle@thrivewealth.com