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: 215-376-5532Email: 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: 215-376-5530Mobile: 215-495-7055Fax: 215-376-5532E-mail: firstname.lastname@example.org
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.
Phone: 215-376-5530Fax: 215-376-5532E-mail: email@example.com
As a CERTIFIED FINANCIAL PLANNER™, Brian is passionate about developing strong relationships with clients as he supports the team of advisors. He enjoys navigating complex financial issues, empowering clients to be confident in their decisions on their path to financial success.
Brian began his career in financial services in 2017 as Thrive’s Financial Planning Associate, where he had the opportunity to both support the advisors and develop internal processes and procedures that are still in place today. Now a Relationship Manager, Brian dedicates his time to supporting advisors as they ensure clients are achieving their vision and meeting their goals.
Brian earned his BA in Economics from Bucknell University and currently lives in Wayne, PA with his girlfriend. In his spare time, he enjoys traveling, cooking, and skiing.
Phone: 215-376-5530Mobile: 215-499-4542E-mail: firstname.lastname@example.org
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.
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: 610-772-0004Fax: 215-376-5532E-mail: firstname.lastname@example.org
Mary Ann loves applying her innovative, outside of the box thinking towards promoting financial planning. It is her goal to encounter ideas that will make a lasting impression on the client’s experience. Mary Ann enjoys providing reassurance to clients and building trust. She’s motivated to act as a resource, helping clients achieve a positive end result.
Since joining us in May 2016 as Client Service and Operations Manager, Mary Ann is an integral part of the Thrive Wealth team helping to administer and manage the firm’s day to day activities. Her responsibilities include providing first class concierge client service, addressing client requests, and managing the firm’s business office operations, payroll, human resources and recruitment areas. Additionally, Mary Ann also oversees the planning and development of our popular client appreciation events.
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.
Phone: 215-376-5530Fax: 215-376-5532E-mail: email@example.com
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 currently resides in North Wales, PA.
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 husband. 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: firstname.lastname@example.org
With over 20 years of experience in the financial services industry, Michelle joins us as our newest Thrive team member. She brings with her an immense background in client service and is happiest when wearing many different hats. Her responsibilities include supporting our team of financial advisors, servicing client investment account paperwork, and fielding general client requests.
Michelle is an avid Phillies and Eagles fan. When not cheering on the Phils, you can find her most weekends rooting on her 14 year old son at his baseball tournaments. In her spare time, she also enjoys gardening, baking, and volunteering for many community and school events.
A native of the tri-state area, Michelle currently resides in Phoenixville, PA with her son.
Phone: 215-376-5530Mobile: 267-664-2609Fax: 215-376-5532E-mail: email@example.com
Michael brings 10 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 with his wife & daughter.