Experience

Thrive Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• CERTIFIED FINANCIAL PLANNER™

  • Jul 2015 - Present

  Thrive Wealth Management, LLC. is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. During your life you will be faced with multiple financial decisions, a few of these will be so important, a misstep could be detrimental to your success. Thrive will consider your entire financial picture, lay out your options, and partner with you to help make the right decisions. Thrive is an independence registered investment adviser. Controlling cost is an important part of building wealth. We are very mindful of our fees and are committed to being transparent and fair. We do not sell investment products or receive investment sales commissions from third parties. For investment management services, we are only compensated by our clients. Show less



Lincoln Investment Planning

• United States
• Investment Banking

• Financial Advisor

  • Mar 2012 - Jul 2015

  Independent Contractor offering Advisory Services and Securities through Lincoln Investment Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.www.lincolninvestment.com

• Operations Specialist

  • Mar 2010 - Mar 2012

  Independent Contractor offering Advisory Services and Securities through Lincoln Investment Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.www.lincolninvestment.com