As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, Steve counsels 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, four children & two dogs. In his spare time, he enjoys being with his family, coaching youth sports, and playing basketball & golf.
You will receive a personal phone call or email from a member of our team.
You will not receive junk mail when submitting your information.
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.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Loretta has been successfully managing client’s money since 2005. Loretta counsels individuals and families in all facets of financial planning taking into account their personal needs and goals to better meet their unique and often complex financial objectives. This includes investment management, retirement planning, charitable giving, risk management, tax planning, estate planning, and divorce consulting.
Loretta is an advocate for her clients and enjoys the individually-focused problem solving required for each client’s unique financial needs. Helping her clients move from financial confusion to financial clarity is her passion. As a Certified Divorce Financial Analyst (CDFA®), she has developed a unique set of skills to address the special financial issues of divorce while 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 has received Philadelphia Magazine's 5 Star Wealth Manager for the past 5 years. As well as the Women's Choice Award for Financial Advisors. Loretta and her husband Mark have 3 adult children and are residents of both Bucks County, PA and Naples, FL. Loretta enjoys Pilates, hiking and playing a competitive game of MaJong.
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, now a division of Goldman Sachs. 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 Ambler, PA with his wife. In his spare time, Matt enjoys spending time with family and friends, playing basketball & golf, and traveling.
Missy Devlin 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. There, she served as Director of NextGen Services responsible for identifying issues impacting financial advisors and developing solutions to help them run better businesses.
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 husband, Chris, and daughter, Charlotte. She spends her spare time traveling and supporting 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 got involved with the charity over 10 years ago and has held various positions, but currently serves as an Emeritus Board Member for the organization.
Phone: 215-376-5530 x4072
Amanda joined our Thrive team in 2019, she has a strong background in client service and office administration. Previously, Amanda has held client service representative responsibilities at larger corporations such as Mass Mutual and Imprimis Pharmaceuticals where she has been consistently recognized as a team player. She is passionate about wanting to help others and is just a phone call away if you need her!
As with many other Thrive team members, Amanda enjoys the game of basketball. She played for the Renegades, an AAU team, since she was young. She also played intramural for Shippensburg University, as well as many summer leagues throughout the years.
Amanda is an avid animal lover
prompting her to launch her own dog sitting business in her spare time. She also enjoys rooting for Philadelphia sports teams, especially the Philadelphia Eagles, and spending time with her family and friends. Amanda recently got married on January 20th, 2023!
Amanda currently resides in North Wales, PA.
Phone: 215-376-5530 x4070
As one of the newest members of our Thrive team, Alexa has proven to strengthen client service relationships by managing day-to-day operations. As Operations Specialist, she is responsible for establishing new accounts and closures, managing custodian policies and procedures, and other daily maintenance tasks. Alexa has a strong background in management and customer service having worked in hospitality for over 10 years, and she is passionate about providing a positive experience for client relations.
Although a Philadelphia native, Alexa spent 7 years living in western North Carolina. During her time there, she earned her B.S. in Environmental Management and Policy and a minor in Economics from the University of North Carolina at Asheville. Alexa has a remarkable love for national parks and wildlife rehabilitation, which drove her to spearhead numerous fundraisers for local non-profits during her undergraduate studies. She ultimately made the tough decision to leave southern Appalachia in 2021 so that she could be closer to her family.
Alexa is an avid Philadelphia sports fan and spends most of her free time hiking with her dog, traveling, and seeing live music with friends. She currently resides in Eagleville, PA.
You will receive a personal phone call or email from a member of our team.You will not receive junk mail when submitting your information.
As a CERTIFIED FINANCIAL PLANNER professional, Matt is passionate about helping individuals and families make better, more informed, financial decisions. He prides himself on being able to take complex subjects - retirement planning, investment management, risk management, tax planning, estate planning, charitable giving - and make them understandable for clients; giving them the confidence to make decisions that align with their goals and values.
Matt began his professional career in finance in 2008 with Bernstein Wealth Management, working with high net worth clients through the Global Financial Crisis. After leaving Bernstein, Matt moved to SEI Investments, helping advisors across the country improve their practice. He realized, after working with so many different advisors, that he wanted to help individuals and families as well. At United Capital, Matt was responsible for helping clients understand what was important to them about money, develop a plan to achieve their goals, and focus on the factors they can control.
Matt holds the CERTIFIED FINANCIAL PLANNER designation. He is a graduate of Susquehanna University (BS in Finance).
Matt currently resides in Wayne, PA with his wife and 3 boys. In his spare time, he enjoys spending time with his family, playing basketball and being outdoors. He also dedicates his time to Make-A-Wish Foundation as a Wish Granter.
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 Blue Bell, PA with his wife, daughter & son.
Phone: 215-376-5530 x4086
Christian strives to be a complete and ultimate resource for our clients to help them become financially independent and live their desired lifestyle in retirement. In his role, he supports our team of Financial Planners with in-depth client relationship support, including assisting with building individual financial plans and client requests. Christian earned his CFP® designation in August 2022.
Before joining Thrive, Christian began his career in financial services at MassMutual in Bala Cynwyd, PA. During his time at MassMutual, he assisted individuals and families in achieving their short and long-term financial goals, helped create and present comprehensive financial plans tailored to each client’s situation, and reviewed and updated plans with existing clients.
Christian completed his undergraduate degree from the Fox School of Business at Temple University, and earned a BBA in Financial Planning & Services. Christian currently resides in Collegeville, PA. In his free time, he enjoys working out, playing baseball, watching movies, and spending quality time with family & friends.
Phone: 215-376-5530 x4082
Jack enjoys the daily interactions he has with our clients and helping them to feel like family. He is passionate about developing strong relationships and helping others to feel confident with their financial needs. As one of our newest members to the team, Jack supports our team of Financial Planners with in-depth client relationship support, including assisting with building individual financial plans and client requests. Jack earned his CFP® designation in August 2022.
Jack graduated from Temple University’s Fox School of Business in 2019 with a Bachelor of Business Administration degree in Financial Planning. At Temple, Jack was a member of the Financial Planning Association, Temple University Investment Association, as well as, the Men’s Lacrosse team.
In his spare time, Jack is an avid runner, fisherman, and likes to spend time with his friends and family. He currently resides in Philadelphia, PA.
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 Life
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.
As a CERTIFIED FINANCIAL PLANNER™, Ian believes in developing strong relationships with clients he supports in partnership with the advisor. He enjoys navigating complex financial issues, instilling the confidence in clients they can achieve their financial goals.
Ian began his career in financial services in 2015 at The Vanguard Group, where he had the opportunity to provide in-depth support to both retail investors and nonprofit corporations. As a Relationship Manager, Ian dedicates his time to supporting advisors as they ensure clients are achieving their vision and meeting their goals.
Ian spent three years as a teacher in Seoul, South Korea at an English immersion school. There he developed and implemented English and cultural immersion curriculum for his students. His experience taught him how to navigate cultural differences and explain complex subjects in clear and concise ways, skills he uses today to help clients understand their financial situations.
Ian earned his BS in Psychology from the University of Pittsburgh and currently lives in Philadelphia with his wife. In his spare time, he enjoys cycling, traveling, and cooking.