Experience

Thrive Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jan 2016 - Present

  Fort Washington, Pennsylvania, United States

• President

  • 2011 - Present

  Fort Washington, PA Thrive Financial Services is a client first, independent, wealth management firm. People, businesses, and non-profit organizations, all over the United States turn to Thrive to help them get where they need to go financially. Thrive Financial believes you were intended to thrive and succeed. Our commitment to operating as an independent financial services agency means we can partner with numerous companies, enabling objective comparison, and maximum savings for those we… Show more Thrive Financial Services is a client first, independent, wealth management firm. People, businesses, and non-profit organizations, all over the United States turn to Thrive to help them get where they need to go financially. Thrive Financial believes you were intended to thrive and succeed. Our commitment to operating as an independent financial services agency means we can partner with numerous companies, enabling objective comparison, and maximum savings for those we assist. Everything we do is to help you attain the financial success you’ve worked hard to achieve. Unlike the most common, and fundamentally flawed approach to financial planning, our “All Weather” approach provides our clients protection during market declines, without sacrificing growth during market advances. We believe the focus should be keeping the gains you earn and not crossing your fingers hoping some day the market will rebound.



Vantage Point Bank and Financial Services

• United States
• Banking
• 1 - 100 Employee

• Financial Advisor

  • 2008 - 2011



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Senior Financial Specialist

  • 1999 - 2007