Our Team

Steve Erfle, CFP®, CDFA™, MBA

Managing Partner

215-376-5530
610-389-4380
215-376-5532

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, divorce planning, retirement planning, philanthropic planning, risk management, and estate planning. Steve is passionate about helping his clients go from confused and overwhelmed to confident and in control.

He completed his undergraduate work at Ursinus College (BA in Economics) and graduate work at Saint Joseph’s University (MBA in Finance). 

Steve started 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 joined 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. 

stevefam.jpgAfter leaving 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.

Steve currently resides in Plymouth Meeting, PA with his wife and four children. In his spare time, he enjoys being with his family, coaching youth basketball, and playing basketball & golf.

Mike Ptaszenski, CFP®, MBA

Managing Partner

215-376-5530
484-680-7036
215-376-5532

As a CERTIFIED FINANCIAL PLANNER™ professional, Mike 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).

mikefam.jpg

Mike was fortunate enough to have started 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. While at SEI, Mike worked closely with investment advisors to grow and manage client wealth.

After leaving SEI Investments, Mike joined the newly established office of United Capital Private Wealth Counseling of Philadelphia. While there, Mike was responsible for managing and growing the existing client relationships.

Mike currently resides in Collegeville, PA with his wife and three daughters.

 

Loretta Hutchinson CFP®, CDFA™, NCC

Partner

215-376-5530
215-376-5532

Loretta Hutchinson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Divorce Financial Analyst® (CDFA™). She has successfully helped individuals, families, and business owners reach their financial goals for over a decade. She strives to keep her clients informed, at ease, and on track. 

Loretta was named Philadelphia Magazine's 5 Star Wealth Manager for years 2012 through 2015. She also received the Women's Choice Award in 2013 and 2014 for Financial Advisors. Loretta writes financial articles for The Advance of Bucks County, The DailyWorth.com, Local Living Magazine, Divorce Magazine, Family Lawyer Magazine, and the previous Bucks County Women's Magazine.

She is the founder of Financial Divorce Plan, LLC where she helps individuals navigate divorce saving time, angst, and money. Loretta educates her clients about the divorce process 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 is a lifelong resident of Bucks County where she resides with her husband Mark. 

 

 

Norman MacQueen

Financial Advisor

215-376-5530
484-437-1232 
215-376-5532

Norman brings more than 25 years of experience in the investment advisory business along with a shared passion in helping clients achieve their life 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 and SEI sparking his passion for investments. After leaving, Norman ultimately partnered in building Northeast Advisors, a private and institutional wealth management firm. In November 2013, Norman was elected as the Chester County Controller. He is responsible for managing payroll, retirement benefits, performing internal audits, and creating annual financial reports.

At Thrive, Norman is responsible for helping clients achieve their Vision through the iThrive Life Planning Process™.

Norman resides in Malvern, PA with his wife. He is a proud parent of three children and three grandchildren. In his spare time, he enjoys being outdoors boating, fishing, and hunting.

 

Michael Stanton, CFP®

Financial Planner

215-376-5530
267-664-2609
215-376-5532

Michael brings 6 years of experience in helping individuals and families achieve their Vision.  Michael holds the CERTIFIED FINANCIAL PLANNER™ designation along with his Uniformed Investment Advisor Series 65 and state 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 Lincoln, Michael specialized in Retirement, Education, Investment, and Insurance Planning.

At Thrive, Michael delivers financial planning service and expertise to the Thrive Community.

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.

 

 

Mary Ann McCallister

 Client Service & Operations Manager

215-376-5530
610-772-0004
215-376-5532

 

Mary Ann McCallister has over 8 years of client service and business office management experience.

At Thrive, Mary Ann oversees all aspects of the Thrive Wealth Management office from general office management to marketing and client service. She wears many hats and gladly handles each of them, always keeping the client as first priority.

Mary Ann completed her undergraduate degree in Business Administration and Accounting from Duquesne University in Pittsburgh, PA. She and her husband stay very busy with their 3 teenage children and long-haired dachshund, Parker, and resides in Chester County, PA.

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.

Brian Hipwell

Financial Planning Associate

215-376-5530
215-376-5532

After graduating from Bucknell University with a BA in Economics, Brian returned to his hometown of Cheltenham, PA to pursue a career in financial planning. He began his career as a Relationship Banker with Santander Bank, where he specialized in managing high profile client relationships.

stevefam.jpgAs the Financial Planning Associate at Thrive, Brian supports the team as they ensure clients are achieving their vision and meeting their goals. He holds Series 6, Series 63, and PA Life, Accident and Health Insurance licenses and is currently studying to earn the CFP® designation. 

Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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