Plan2Thrive Financial

Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.

Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.

Jeff Newburn is a CFP® professional with 25 years of experience in the financial services industry. He is currently a financial advisor at Plan2Thrive Financial, where he has worked since 2021, and has been associated with related entities since 2010. Outside of his advisory role, he is involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial is a three-advisor firm managing approximately $119 million for about 237 individual and high-net-worth clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and access to third-party money managers, focusing on long-term, fundamentally driven strategies documented in written Investment Policy Statements.