About Plan2Thrive

Your Trusted Local Advisors

For over 25 years, we've helped families in Iowa and Illinois build wealth, plan for retirement, and achieve financial peace of mind.

Our Story

Built on Trust, Driven by Results

Plan2Thrive was founded in 2000 with a simple mission: to provide honest, transparent financial guidance to hardworking families in the Quad Cities and beyond.

What started as a one-person practice has grown into a team of dedicated professionals who share the same commitment to putting clients first. We've helped over 2,000 families navigate their financial journeys, from early career planning to comfortable retirement.

Our approach is different. We don't just manage money—we build relationships. We take the time to understand your goals, your concerns, and your dreams. Then we create personalized strategies to help you achieve them.

25+

Years of Experience

300+

Clients

$150M+

Assets Managed

99.7%

Client Retention

Our Team

Meet the Experts Behind Your Success

Our team combines decades of experience with a genuine passion for helping clients achieve their financial goals.

Patrick Reid, RICP®

Senior Financial Advisor

With over 12 years of experience, Patrick founded Plan2Thrive Financial to provide genuine, client first financial guidance to local families. He specializes in comprehensive retirement planning and wealth management strategies.

Amanda Kelley

Senior Financial Advisor

Amanda specializes in retirement planning and helping clients navigate major life transitions with confidence.

Jeff Newburn, CFP®

Certified Financial Planner

Jeff has 25 years of experience in helping clients with retirement transitions. He specializes in helping clients fulfill their philanthropic ambitions.

Eleza Miller

Operations & Client Services Manager

Eleza oversees day-to-day workflows and internal systems to ensure a smooth client experience. She focuses on process improvement, organization, and coordination across teams so advisors can stay focused on serving clients well.

Brennan Reid

Paraplanner

Brennan supports advisors through research, plan preparation, and detailed analysis to help deliver well-structured financial strategies. He plays a key role in turning planning concepts into clear, actionable information for clients.

Skylar McMahon

Client Services Administrator

Skylar manages client communications, paperwork, and scheduling to ensure a seamless experience. They are often the first point of contact, focused on responsiveness, accuracy, and building strong client relationships.

Ryan Reid

Marketing Coordinator

Ryan supports brand growth through thoughtful content, campaign execution, and clear communication. He helps bring the company's message to life across digital platforms while ensuring consistency, accuracy, and compliance within the financial planning space.

Our Core Values

Client-First Approach

As fiduciary advisors, we're legally obligated to put your interests first. Always.

Continuous Education

We stay current with evolving regulations, strategies, and best practices.

Community Focused

We're proud to serve our local community and support regional organizations.

Excellence in Service

We strive to exceed expectations in every interaction and recommendation.

Ready to Start Your Journey?

Schedule a free consultation with one of our advisors and discover how we can help you achieve your financial goals.

Schedule Free Consultation