ABOUT US
Our values.
Our values are people centric
At Thrive, our financial advice is driven by a deep desire to create meaningful connections and, as a result, positively impact the quality of life for the people we serve. Furthermore, we believe that strong relationships are built on trust, empathy, and open communication.
We support and encourage life-long learning, both professionally and personally.
We’re not afraid of change. Thrive financial advice strive for excellence in everything we do and continuously seek ways to improve our products, services, and processes.
Our success is measured by what we achieve as a team.
Encourage the sharing of ideas, skills, and knowledge. We’re honest with ourselves and our peers when we see a gap. We believe our differences make us stronger. We respect and embrace the unique perspectives, experiences, and backgrounds of our team members, our clients, and our colleagues.
We take responsibility and hold ourselves accountable.
We breathe, before reacting. We seek to see the whole picture and commit to taking measured responses, not knee-jerk reactions.
Say hello to our talented team.
Get to know Rachael.
About Rachael
Stef
How do you approach building relationships with your clients?
Christian
What aspect of financial planning do you find most fulfilling?
Loren
What aspect of financial planning do you find most fulfilling?
Claire
What inspired you to pursue a career in financial planning?
