About Thrive Wealth Management

You’ve worked hard for your success and deserve a financial plan that works equally hard for you. But how do you find the reliable advice needed to get you where you want to go? You need a true partner.

At Thrive Wealth Management,
we understand the process can be complex and that it’s hard to find someone to trust.

Our journey began with a simple yet powerful belief: that financial advice should be centered on people, not profits. In 2013, our founders, Steve and Mike, saw an industry too focused on the bottom line and set to work building a team serving Greater Philadelphia where helping clients achieve their life goals was the real measure of success.
You’ve Got Dreams. Are You Ready to Thrive?
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Driven by Our Mission.
Elevated by Our Core Values.

Everybody deserves the opportunity to thrive. What does that look like for you? No matter the details of your unique goals, our financial advisors are here to make your success the top priority. Our Philadelphia-area team empowers our clients—especially pharmaceutical and medical professionals, independent women, corporate professionals and their families—to achieve financial independence and peace of mind through proactive, comprehensive planning.

Our Core Values

Ethical
Doing what is right—always in our clients' best interest. 
Impactful
Meaningful, measurable, and lasting positive change.
Curious
Continual learning, openness, and exploration.
Prepared
Anticipating needs and being equipped to respond effectively.
Passionate
Wholehearted commitment, enthusiasm, and deep conviction to helping our clients.
Grateful
Appreciation, humility, and recognition of the contributions of others.
Get Clarity About Your Financial Future

Meet Our Team of Wealth Advisors in Philadelphia, PA

From day one, we’ve been driven by a passion for delivering personalized, independent guidance that brings clarity, confidence, and peace of mind. Our advisors and staff are united by a shared commitment to your financial well-being.

Meet the people who make Thrive Wealth Management a trusted partner for hundreds of families in the Philadelphia suburbs and beyond.

Steve Erfle, CFP®, CDFA™, MBA
Co-Founder & Managing Partner
Steve co-founded Thrive Wealth Management, LLC in 2013 to deliver REAL financial planning for a fair fee. With more than 15 years of experience, he helps clients move from confusion to clarity by simplifying complex decisions and guiding them with empathy, confidence, and long-term perspective.
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Mike Ptaszenski, CFP®, MBA
Co-Founder & Managing Partner
Mike co-founded Thrive Wealth Management in 2013 with a mission to simplify complex financial decisions and help clients enjoy lasting success. Known for his genuine, transparent approach, he has earned a reputation for bringing peace of mind and confidence to the families he serves at every stage of life.
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Our Advisors and
Support Team

Our Advisors

Michael Stanton, CFP®
Financial Planner
Michael brings more than a decade of experience helping families pursue their goals with clarity and confidence. His biggest strengths include the transparency and care he provides to clients, as well as his ability to coordinate every aspect of their financial life and work alongside trusted professionals to keep their plans stable and on track.
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Missy Devlin, CFP®
Financial Planner
Missy is dedicated to helping individuals and families make confident, strategic financial decisions and has been recognized in national outlets. She brings her genuine care and commitment to putting client interests first in every relationship she fosters. Missy finds it most rewarding when clients stay disciplined through challenging markets and ultimately succeed in their plans.
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Matthew Fatz, CFP®
Financial Planner
Matt’s paramount goal is to make sure his clients experience relief and reassurance by centering each plan on their goals and dreams, not just markets or spreadsheets. Known for his approachable style and plain-language guidance, he provides calm, objective advice and finds it most fulfilling to see clients relieved and reassured by having a clear…
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Matt Donahue, CFP®
Financial Planner
Matt specializes in translating complexity into clear direction so young families can make financial decisions with confidence. He brings an empathetic, transparent approach to all his relationships, and tailors guidance to each client’s unique goals and needs. For Matt, the most rewarding part is building relationships and being a source of support and empowerment.
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Norman MacQueen, MBA
Financial Advisor
With more than 35 years of experience, Norman combines deep investment expertise with holistic planning to help clients realize their goals. Known for his trustworthiness and commitment, he has built lifelong relationships centered on steadiness, perspective, and long-term success. He takes pride in guiding clients through every stage of life.
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Our Relationship Managers

Christian Dekker, CFP®
Relationship Manager
Christian supports clients with comprehensive planning and a steady, fiduciary approach. He finds it most rewarding to help clients reach milestones (retirement, a family trip, or a dream purchase) and ensures they stay disciplined and confident through life’s financial transitions.
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Sean Gallagher, CFP®
Relationship Manager
Sean supports Thrive’s financial planners by managing relationships and building tailored plans. Among the strengths he brings to the table are his ability to listen deeply, break down complex options, and provide clear, fiduciary advice. A steady presence during volatility, Sean's focus is helping clients move from feeling overwhelmed to confident about their financial future.
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Jack Green, CFP®
Relationship Manager
Jack supports Thrive’s planners with in-depth service, planning, and relationship management. He prides himself on his honesty, independence, and responsiveness. For Jack, the most rewarding part of his work is helping clients relieve financial stress through clear, tailored plans, so they can focus on enjoying life.
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Ian Hoffman, CFP®
Relationship Manager
Ian provides straightforward, dependable guidance designed to help clients stay on track with their long-term goals. Known for his clear communication and empathetic approach, he builds strong relationships and strives to help clients feel confident in their financial decisions, even during periods of uncertainty.
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Taylor Williams, MBA
Relationship Manager
Taylor takes a hands-on, education-first approach, breaking down complicated financial decisions into plain language and working to help clients understand the "why" behind their plan.
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Andrew King
Relationship Manager
Andrew works alongside the firm's financial planners to manage client relationships and help build comprehensive financial plans. He approaches his work with a straightforward belief: good financial planning should make life feel simpler, not more complicated.
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Our Operations

Beth Cavanaugh
Operations Specialist
Beth draws on more than 25 years of financial services experience to keep client relationships running smoothly. Known for her approachable style and attention to detail, she takes pride in creating positive client experiences and supporting the Thrive team with seamless operations.
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Robert Kerns
Business Operations Manager
Rob brings 30 years of experience in investment operations and compliance to Thrive. He partners with client-facing teams to ensure seamless service and business operations. Rob places great emphasis on his leadership, detail-oriented approach, and dedication to making processes efficient and client-friendly.
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Amanda Pierson (Formerly McKay)
Client Service and Marketing
Amanda brings creativity, strong communication, and attention to detail to client service and marketing. She finds it most rewarding to see her work—whether in events, campaigns, or client experiences—bring people together and create meaningful connections. Amanda constantly seeks to anticipate needs and manage every detail with care.
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Financial Questions
We Often Hear

As your income and investments grow, so does the complexity. Our team is here to help you confidently navigate major life events, market volatility, and other factors in a way that can lower your risk and pave the way for your strong results.

Our team includes CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analysts® professionals with decades of experience serving executives and families.

We always operate collaboratively, ensuring that you benefit from the collective expertise of our advisors and support staff.

We believe true advice means putting you first at all times. As a fiduciary, we are legally and ethically bound to act in your best interest, so you can trust that our guidance is unbiased and free from hidden agendas. Our independence gives us the flexibility to draw from a wide range of investment and insurance providers, ensuring every recommendation is tailored to your unique needs. And because the fintech industry is always evolving, we continually embrace cutting-edge technology to enhance our client deliverable and experience.

We encourage you to schedule a complimentary introductory meeting to ensure a great fit.

We Love Bringing
Clarity to the Process

Schedule your Introductory Meeting Today
Steve Erfle, CFP®, CDFA™, MBA
Co-Founder & Managing Partner
Phone: 215-376-5530Mobile: 610-389-4380Fax: 215-376-5532Email: steve@thrivewealth.com

Steve Erfle, CFP®, CDFA™, is a Co-Founder and Managing Partner at Thrive Wealth Management, LLC, dedicated to offering REAL financial planning for a fair fee. With over 15 years of experience helping clients move from confusion to confidence in their financial lives, Steve specializes in comprehensive financial planning, including investment management, retirement, tax and estate planning, charitable giving, risk management, and divorce consulting. 


Prior to founding Thrive Wealth Management in 2013, Steve worked at SEI Investments, Legacy Advisors, and United Capital Private Wealth Counseling, gaining experience with high-net-worth clients on wealth management, family continuity, and estate distribution. Steve obtained a BA in Economics from Ursinus College, an MBA in Finance from Saint Joseph’s University, and holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst™ designations. Outside of work, he enjoys spending time with his wife, four children, and two dogs, as well as coaching youth sports and playing basketball and golf. To learn more about Steve, connect with him on LinkedIn.

Mike Ptaszenski, CFP®, MBA
Co-Founder & Managing Partner
Phone: 215-376-5530Mobile: 484-680-7036Fax: 215-376-5532Email: mike@thrivewealth.com

Mike Ptaszenski, CFP®, MBA, is a Co-Founder and Managing Partner at Thrive Wealth Management, LLC. Clients love working with him because of his genuine approach, built on trust and transparency, and the personalized attention he provides to help them feel confident about their financial future. For Mike, the most rewarding part of his work is seeing clients reach milestones they once thought were out of reach. He takes pride in simplifying complex choices and providing clarity, so clients feel confident moving forward. What motivates him each day is knowing that his work directly impacts clients’ quality of life and provides the peace of mind that comes from having a clear financial path.


Mike co-founded Thrive in 2013 after years in the financial services industry and has dedicated his career to helping individuals and families simplify complex financial decisions and enjoy lasting success. In addition to the CERTIFIED FINANCIAL PLANNER® designation, he holds a BSBA in Finance from the University of Pittsburgh and an MBA in Finance from Saint Joseph’s University. When he’s not working, he enjoys spending time with his wife and three daughters in Collegeville, PA, and staying active outdoors. To learn more about Mike, connect with him on LinkedIn.

Michael Stanton, CFP®
Financial Planner
Phone: 215-376-5530Mobile: 267-664-2609Fax: 215-376-5532Email: mstanton@thrivewealth.com

Michael Stanton, CFP®, is a Financial Planner at Thrive Wealth Management, LLC. With experience since 2012 helping individuals and families pursue their financial goals with confidence, Michael builds lasting relationships with his clients. He offers more than just financial advice; he provides genuine care, responsiveness, and transparency. His approach is centered on coordinating every aspect of a client’s financial life, ensuring they feel supported and confident in their plan. Michael’s most fulfilling moments come from helping clients realize their dreams, whether it’s saving for college, retiring comfortably, or navigating life’s challenges. He also acts as the quarterback, working alongside clients’ CPAs, attorneys, and other professionals to keep their financial lives aligned.


Prior to joining the Thrive team, Michael worked at Prudential Financial and Lincoln Investment Planning, Inc., gaining expertise in retirement planning. He holds a BS in Business Management & Finance from the University of Scranton, the CERTIFIED FINANCIAL PLANNER® designation, and is the founder of Stand-By-Steve, a nonprofit providing scholarships. Outside of work, he enjoys golfing, playing guitar with his band, and spending time with his wife, daughter, and son. To learn more about Michael, connect with him on LinkedIn.

Missy Devlin, CFP®
Financial Planner
Phone: 215-376-5530Fax: 215-376-5532Email: Missy@thrivewealth.com

Missy Devlin, CFP®, is a Financial Planner at Thrive Wealth Management, LLC. She has dedicated her career to helping individuals and families make confident, strategic financial decisions. Clients choose to work with Missy because she always puts their interests first and genuinely cares about their outcomes. “We’re human and it’s all too easy to make emotional decisions about your hard-earned money,” Missy says; she finds it most rewarding when clients stay disciplined during challenging markets and ultimately see their plans succeed.

After earning her degree from the Robert H. Smith School of Business at the University of Maryland, Missy’s career started at SEI Investments, where she served as Director of NextGen Services. She has since been recognized as a LifeHealthPro 30 Under 30 honoree and her insights have been featured in publications such as NASDAQ, FA Magazine, Fox Business, Iris, and Michael Kitces’ Nerd’s Eye View. What drives Missy every day is her family (her husband and three children) and her passion for helping clients live fulfilling lives. Outside of work, she enjoys traveling, staying active, and supporting Ryan’s Case for Smiles, a nonprofit she has championed for more than a decade, where she now serves as an Emeritus Board Member. To learn more about Missy, connect with her on LinkedIn.

Matthew Fatz, CFP®
Financial Planner
Phone: 215-376-5530Mobile: 215-495-7055Fax: 215-376-5532Email: mfatz@thrivewealth.com

Matthew Fatz, CFP®, is a Financial Planner at Thrive Wealth Management, LLC. Clients value Matt’s approachable style and the way he centers every plan around their goals and dreams (not spreadsheets or markets). Most clients come to him asking one question: “Am I going to be okay?” Matt takes pride in answering that clearly, providing calm, objective advice that helps people act with confidence. He follows a consistent process with every client, but his recommendations are always tailored to each person’s unique situation; and he explains complex decisions in plain language so clients truly understand their options. What he finds most rewarding is helping people overcome the emotions of money and gain the relief of having a clear, confident plan.

Matt began his career in 2008 with Bernstein Wealth Management, working with high-net-worth clients through the Global Financial Crisis. He later supported advisors nationwide at SEI Investments and then worked directly with families at United Capital before joining Thrive. A CERTIFIED FINANCIAL PLANNER® professional, Matt is a graduate of Susquehanna University with a BS in Finance. He lives in Wayne, PA, with his wife, Amy, and their three sons. A big sports family, they love basketball, golf, lacrosse, and the outdoors. Matt also enjoys coaching his boys’ basketball teams and spending time near the water. To learn more about Matt, connect with him on LinkedIn.

Matt Donahue, CFP®
Financial Planner
Phone: 215-376-5530Fax: 215-376-5532Email: Matt@thrivewealth.com

Matt Donahue, CFP®, is a Financial Planner at Thrive Wealth Management, LLC. Dedicated to helping people gain clarity and confidence in their financial lives, Matt is known for his transparency, responsiveness, and passion for helping clients. He builds long-term relationships by focusing on each client’s unique goals and needs, guiding them through life’s financial transitions with empathy, insight, and clear communication. Matt takes pride in helping clients make informed decisions, simplify complex topics, and feel confident and empowered about their financial future. He says, “Financial planning is deeply personal, and being chosen to help someone manage their wealth and plan for their future is a massive responsibility.”

Matt began his financial services career in 2013 at United Capital, now a division of Goldman Sachs, where he assisted with creating financial plans, implementing investment portfolios, and contributing to the investment management committee. He earned his BA in Business & Economics from Ursinus College and holds the CERTIFIED FINANCIAL PLANNER® designation. He currently resides in Ambler, Pennsylvania, with his wife and son. Outside of work, he enjoys spending time with family, volunteering with the Association for FTD, and playing basketball and golf. To learn more about Matt, connect with him on LinkedIn.

Norman MacQueen, MBA
Financial Advisor
Phone: 215-376-5530Mobile: 484-437-1232Fax: 215-376-5532Email: norman@thrivewealth.com

Norman MacQueen, MBA, is a Financial Advisor at Thrive Wealth Management, LLC. Norman brings more than 35 years of experience helping clients pursue their financial goals with confidence. In his role, he guides clients through the iThrive Life Planning Process™, combining his investment expertise with a holistic approach to planning. Known for his trustworthiness, deep experience, and sincere desire to help others, Norman has built decades-long relationships with his clients and their families that remain the most fulfilling part of his career. His guiding principle is simple yet powerful: help clients achieve their goals.

Norman began his career at Vanguard, where he discovered his passion for investments, later moving to SEI Investments and co-founding a successful advisory firm. He also served as the Chester County Controller from 2014-2017, overseeing payroll, retirement benefits, audits, and financial reporting. He earned his BS in Economics from West Chester University and his MBA in Finance from Eastern University. Norman lives in Wilmington, DE, with his wife, and is a proud father of three and grandfather of seven. Outside of the office, he enjoys spending time with his family and being outdoors—whether boating, fishing, or hunting.

Christian Dekker, CFP®
Relationship Manager
Phone: 215-376-5530 x4086Fax: 215-376-5532Email: christian@thrivewealth.com

Christian Dekker, CFP®, is a Relationship Manager at Thrive Wealth Management, LLC, where he provides comprehensive financial planning and supports clients in meeting their long-term goals. As a fiduciary, Christian delivers personalized advice, keeping clients disciplined and accountable to their financial plans, especially through emotional moments. One of the most fulfilling parts of his job is helping clients reach major milestones, whether it’s retiring, purchasing a vacation home, or taking a dream family trip. He finds it rewarding to help clients realize dreams they once thought impossible.

Before joining Thrive, Christian began his career at MassMutual, assisting individuals and families with their financial goals and creating tailored plans. He earned his BBA in Financial Planning & Services from Temple University’s Fox School of Business and obtained his CERTIFIED FINANCIAL PLANNER® designation in 2022. Outside of work, Christian lives in Philadelphia with his girlfriend and three dogs. He enjoys running, playing baseball with his brother, watching movies, and cheering on the Philadelphia Eagles, following in the footsteps of his grandfather, an Eagles Hall of Fame member. To learn more about Christian, connect with him on LinkedIn.

Sean Gallagher, CFP®
Relationship Manager
Phone: 215-376-5530Fax: 215-376-5532Email: sgallagher@thrivewealth.com

Sean Gallagher is a Relationship Manager at Thrive Wealth Management, LLC. In his role, Sean supports the firm’s financial planners with relationship management, client requests, and building comprehensive plans. Clients value his ability to truly listen and understand what matters most to them—not just financially, but personally. He simplifies complex decisions, provides a clear path forward, and as a fiduciary, every recommendation Sean makes is centered on their best interests. He says, “Helping someone go from feeling overwhelmed to feeling confident and secure about their financial future is why I love what I do.” While he can’t control markets or life’s surprises, Sean says, “My challenge—and responsibility—is to help clients stay focused on what they can control, and to be a steady, calming presence when uncertainty arises.” That sense of purpose drives him every day.


Sean currently lives in Hilltown, Pennsylvania, and earned his BBA in Financial Planning from Temple University’s Fox School of Business. Outside of the office, he enjoys spending time with friends and family, staying active, and both playing and watching sports. Sports have always been a big part of his life, whether it’s competing in recreational leagues or cheering on his favorite teams. To learn more about Sean, connect with him on LinkedIn.

Jack Green, CFP®
Relationship Manager
Phone: 215-376-5530 x4082Fax: 215-376-5532Email: jack@thrivewealth.com

Jack Green, CFP®, is a Relationship Manager at Thrive Wealth Management, LLC. In his role, Jack supports Thrive’s financial planners with in-depth client service, plan building, and ongoing relationship management. Clients appreciate Jack’s responsiveness, honesty, and independence; they know his guidance is rooted in Thrive’s best thinking, not products from banks or insurance companies. He finds it most rewarding when clients feel the stress lift off their shoulders after developing a clear plan, allowing them to focus on life outside of finances. “Money is emotional,” Jack says. “My role is to be a steady buffer during market declines so clients don’t make decisions they’ll regret later.” 

Jack earned his CFP® designation in 2022 and holds a Bachelor of Business Administration in Financial Planning from Temple University’s Fox School of Business. While at Temple, he was an active member of the Financial Planning Association, the Temple University Investment Association, and the Men’s Lacrosse team. Jack currently resides in Philadelphia, PA, and outside of work, he enjoys running, working out, golfing, cooking (especially grilling), traveling, and attending concerts. Most of all, he values spending time with family and friends. To learn more about Jack, connect with him on LinkedIn.

Ian Hoffman, CFP®
Relationship Manager
Phone: 215-376-5530Fax: 215-376-5532Email: ian@thrivewealth.com

Ian Hoffman, CFP®, is a Relationship Manager at Thrive Wealth Management, LLC, where he works closely with advisors to keep clients on track with their long-term financial goals. Ian is known for his clear, straightforward guidance and builds strong, holistic relationships with clients and helps them navigate complex financial matters with confidence. Clients choose Thrive because of the firm’s independent, fiduciary approach and its focus on truly understanding their needs. Ian’s ability to explain financial concepts clearly helps clients stay grounded, especially during times of market volatility. His goal is to relieve clients of financial worries so they can focus on what matters most to them.

Ian began his career in 2015 at The Vanguard Group, supporting both retail investors and nonprofit corporations. In his current role, he’s committed to helping clients feel confident and prepared, with a focus on maintaining trust and being thoroughly prepared for every meeting. Ian earned his Bachelor of Science in Psychology from the University of Pittsburgh and holds the CERTIFIED FINANCIAL PLANNER® designation. Outside of work, he enjoys cycling, trying new restaurants in Philadelphia, traveling the world, and spending time with his wife and their son, Luca. To learn more about Ian, connect with him on LinkedIn.

Taylor Williams, MBA
Relationship Manager
Phone: 267-277-7115Fax: 215-376-5532Email: Taylor@thrivewealth.com

Taylor Williams, MBA, partners with the firm’s advisors to help clients stay focused on their long-term financial goals. Taylor takes a hands-on, education-first approach, breaking down complicated financial decisions into plain language and working to help clients understand the “why” behind their plan. Taylor was drawn to Thrive for its independent, fiduciary model and its commitment to getting to know each client’s full financial picture before offering advice. Taylor’s calm, direct communication style gives clients a steady point of contact, particularly when markets get volatile. Above all, Taylor wants clients to feel like their finances are handled, so they can spend their energy on the people and things they care about most.

Before joining Thrive, Taylor worked as a financial advisor specializing in the education sector, helping teachers make sense of their pension benefits and get set up with 403(b) plans. That role went well beyond enrollment forms: Taylor delivered full financial planning support built around each teacher’s individual life and goals. It’s an experience that cemented Taylor’s approach to advice: thorough, personalized, and centered on the client’s complete financial life rather than any single account or product. Taylor carries that same philosophy into their work at Thrive, spending time up front to understand what each client is working toward before mapping out a plan to get there. Taylor holds an MBA and will be pursuing the CFP® (Certified Financial Planner) certification. Outside the office, Taylor enjoys traveling with friends and making time for family.

Andrew King
Relationship Manager
Phone: 267-277-7110Fax: 215-376-5532Email: Andrew@thrivewealth.com

Andrew King is a Relationship Manager at Thrive Wealth Management, LLC, where he works alongside the firm’s financial planners to manage client relationships and help build comprehensive financial plans. Andrew approaches his work with a straightforward belief: good financial planning should make life feel simpler, not more complicated. He takes pride in being someone people can count on when questions come up or circumstances change. “I got into this work because I like being useful to people in a way that actually matters,” he says. “Money touches nearly every part of your life, so being the person someone trusts with it is something I take seriously.” For Andrew, the most rewarding part of the job is the long game—getting to know clients and watching their goals come into focus over time. “What matters most to me is the relationship,” he adds. “The specifics of a plan will always evolve, but looking to be someone clients genuinely trust is the part that stays constant.”

Andrew earned his BBA in Financial Planning from Temple University’s Fox School of Business and currently lives in Jeffersonville, Pennsylvania. Outside of the office, he spends as much time outdoors as he can—golfing, fishing, and staying active—and treasures time spent with friends and family. To learn more about Andrew, connect with him on LinkedIn.

Beth Cavanaugh
Operations Specialist
Phone: 215-376-5530 ext. 4070Email: beth@thrivewealth.com

Beth Cavanaugh is an Operations Specialist at Thrive Wealth Management, LLC. In her role, Beth draws on more than 25 years of experience in financial services to keep client relationships running smoothly. Known for her attention to detail and approachable style, she takes pride in making clients’ lives easier and facilitating a positive experience with Thrive. A service-oriented professional, she especially enjoys speaking with clients, answering their questions, and helping them feel confident and cared for.

Beth lives in Audubon with her husband, their college-age daughter, and the family’s dog and cat. She and her husband also have a grown son and three grandchildren. Outside of work, Beth enjoys reading, baking treats for friends, family, and pets, and spending time with her loved ones. She volunteers with Relay for Life and Fostering Hope, a nonprofit co-founded by her daughter-in-law. In her downtime, you’ll often find Beth outdoors, relaxing with her dog while binge-watching favorite shows, or traveling with her daughter to theme parks (they’re roller coaster fanatics).

Robert Kerns
Business Operations Manager
Phone: 215-376-5530Email: rob@thrivewealth.com

Robert Kerns is Business Operations Manager at Thrive Wealth Management, LLC. Rob joined Thrive in 2024 as an experienced operations professional of 30 years. He is skilled in investment operations and supporting clients’ back and middle offices for numerous financial structures, including alternative, traditional, and donor-advised fund (DAF) products. He is a proven leader in for-profit and nonprofit industries with both technical accounting and control & compliance skills. He has extensive knowledge of client service and team leadership, partnering with client-facing teams in support of business development initiatives.

Early in his career, Rob worked at PFPC, before leaving for SEI where he spent the majority of his career in alternative investments. After leaving SEI, he worked in BNYM’s Control and Compliance team before moving to the nonprofit world, where he was Vice President of Investment Operations and Compliance at a large Philadelphia-area non-profit. Rob currently resides in Malvern, PA, with his wife and three children. He enjoys attending Eagles and Phillies games with his family as a season ticket holder for both teams. In his spare time, he enjoys hiking with his dog, reading, and traveling. To learn more about Rob, connect with him on LinkedIn.

Amanda Pierson (Formerly McKay)
Client Service and Marketing
Phone: 215-376-5530 x4072Fax: 215-376-5532Email: amanda@thrivewealth.com

Amanda Pierson (formerly McKay) is part of the Client Service and Marketing team at Thrive Wealth Management, LLC. With a background in client service and event planning, Amanda brings creativity, strong communication, and attention to detail to every project. She is motivated by the chance to make a meaningful impact, whether through a seamless client experience, a well-executed event, or a marketing campaign that sparks connections. For Amanda, the most rewarding part is seeing ideas come to life and bring people together. As she says, “Watching guests connect, engage, and walk away with a memorable experience is why I love this work.” Clients value her ability to anticipate needs and manage every detail with care, making the process stress-free.

Amanda lives in North Wales, PA, with her husband, Tim, their daughter, Lennon, two cats, and a Great Dane. An avid animal lover and a proud Philadelphia sports fan (especially the Eagles), she enjoys cheering on her favorite teams and spending time with family and friends. To learn more about Amanda, connect with her on LinkedIn.