THRYVE Wealth Management
Our Team

Operators, advisors, and builders.

THRYVE was built by people who have spent their careers running wealth platforms, not just selling them. Collectively, our team offers over a century of expertise in investment management, financial planning, operations, and technology, gained at leading institutions such as Beacon Pointe Wealth Advisors, Morgan Stanley, and Goldman Sachs. We are equity owners in the firm we are building, with our families' wealth managed alongside yours.

9
Team members
100+
Years across Morgan Stanley, Goldman Sachs & Sanford C. Bernstein
100%
Equity-owner advisors
Headshot of Gary K. Dorfman
Chief Executive Officer
Gary K. Dorfman
What THRYVE means to me
THRYVE was built for the next era of American wealth - for the families and institutions we serve and the advisors who build with us. We redefine wealth management for where the world is headed, not where it has been - empowering our clients and advisors to pursue their highest purpose.

Gary is the Founder and CEO of THRYVE Wealth Management, overseeing the firm’s vision, mission, and strategic direction. He previously served as President of Strive Wealth Management and managed One Capital’s Family Office business as Managing Director. Prior to that, he was a Partner at Beacon Pointe Wealth Advisors. With three decades in investment management, he has played a key role in developing and growing wealth management platforms at notable firms like Lincoln Financial Advisors, Robertson Stephens, and Sanford C. Bernstein. Gary earned his B.A. from the University of California, Santa Barbara, focusing on Business Economics and Political Science. Currently, he sits on the Board of Directors for the LEAP Foundation and has formerly served on boards such as the Santa Barbara State Street Ballet and Santa Barbara Middle School.

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Headshot of Randol W. Curtis, CFA
Chief Investment Officer
Randol W. Curtis, CFA
What THRYVE means to me
THRYVE embodies our commitment to improve the lives of our clients, help achieve goals and provide confidence and peace of mind in the pursuit of excellence.

Randol is the Co-Founder and Chief Investment Officer of THRYVE Wealth Management, where he leads the firm’s investment platform and oversees portfolio strategy, research, and asset allocation. Prior to THRYVE, he served as Chief Investment Officer of Strive Wealth Management and, before that, as Deputy Chief Investment Officer at One Capital Management, directing research and investment strategy across equities, fixed income, alternatives, and currencies on $7 billion in assets. Earlier, Randol founded and served as principal and lead portfolio manager of C–Quadrat UK, managing €1.1 billion in international high-net-worth assets, and previously held the role of Executive Director and Senior Portfolio Manager at Morgan Stanley, overseeing $1.5 billion in global convertible bond strategies. He holds a B.A. in Economics and a B.S. in Mechanical/Aerospace Engineering from Cornell University, an M.B.A. in Finance from the Wharton School, and the Chartered Financial Analyst designation, and has served on multiple boards and community organizations over the past twenty years.

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Headshot of Peter Resnick
Chief Financial Officer
Peter Resnick
What THRYVE means to me
Great businesses and lasting wealth are built the same way: through thoughtful decisions, disciplined execution, and patience. That's the THRYVE philosophy: Building Wealth. Protecting Legacies.

Peter is Chief Financial Officer of THRYVE Wealth Management and is responsible for the firm’s financial strategy, reporting, forecasting, operational finance, and strategic growth initiatives. Peter brings more than 30 years of executive leadership experience across finance, operations, mergers and acquisitions, and high-growth businesses. Before joining THRYVE, he co-founded and served as Chief Financial Officer of XB Fulfillment, a $300M omni-channel fulfillment company operating globally. Earlier in his career, Peter served as Chief Operating Officer and Chief Financial Officer of The St. John Companies, where he was a partner and helped grow the business fourfold over a ten-year period prior to its sale to a private equity firm. During his tenure, he oversaw multiple acquisitions and led strategic and operational initiatives across the organization. He also held senior financial leadership positions with two NYSE-listed companies. Peter is a Certified Public Accountant (inactive) and earned a Bachelor of Arts in Economics from the University of Southern California. He serves on the Board of Advisors to the Chair of the Department of Economics at USC and remains active in mentoring and leadership initiatives.

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Headshot of Michael Moxley
Chief Operating Officer
Michael Moxley
What THRYVE means to me
THRYVE means building something the industry has never truly delivered – an experience so seamless that clients feel cared for before they even think to ask, and a platform so intelligent that advisors can focus on building relationships and delivering value for their clients. From day one, we set out to replace the quiet anxiety that too many people carry about their finances with genuine confidence. That doesn't happen by accident. It happens when effortless client experiences and smarter advisor tools aren’t two separate goals; they are one. When our AI-driven platform anticipates needs, removes friction, and gives our advisors richer insight, every conversation becomes more meaningful, every plan more precise, and every relationship more enduring.

Michael is the Chief Operating Officer at THRYVE, where he leads the firm’s operational strategy and the development of its AI-powered technology platform to enhance advisor efficiency and deliver an effortless client experience. He brings more than 20 years of experience building and scaling high-performing, technology-enabled operations across wealth management, insurance, and global customer experience. Prior to THRYVE, Michael served as Vice President and Head of Operations and Client Experience at Farther, overseeing the onboarding of more than $14 billion in assets and building infrastructure supporting over 125 advisors nationwide. He previously held senior leadership roles at Goosehead Insurance, Transcom, Alorica, and AT&T, and remains actively engaged in philanthropic leadership through the Moxley Family Foundation and as a board member of the Fort Worth Chapter of Folds of Honor.

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Headshot of Nicole Saragosa
Vice President, Operations
Nicole Saragosa
What THRYVE means to me
The THRYVE team is dedicated to building an infrastructure that is focused on client satisfaction and success with integrity.

Nicole is the Vice President of Operations at THRYVE Wealth Management, where she oversees the firm’s operational strategy, client service infrastructure, and compliance initiatives. Nicole has nearly 30 years of wealth management experience in Operations, Client Service & Compliance. She has spent much of her time in the Client Service arena having gained experience helping advisors and interacting with clients. During leadership roles in Operations and Compliance, she was instrumental in establishing procedures in multiple areas of the business that exemplified the integrity of the companies she worked for. Her broad experience allows her to assist the firm and clients in navigating their accounts smoothly and efficiently. Nicole was born and raised in Santa Barbara, CA and received her Bachelor’s Degree in Communications from UC Santa Barbara.

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Headshot of Eric Callahan, CFP®
Director, Financial Planning
Eric Callahan, CFP®
What THRYVE means to me
THRYVE Wealth Management to me is about building trusted relationships where clients feel understood, supported, and confident in the decisions they're making. To me, it means delivering thoughtful, high-impact planning that blends technical expertise with genuine relationships to guide clients through complex financial decisions.

Eric is the Director of Financial Planning at THRYVE Wealth Management, where he oversees the firm’s comprehensive planning platform across retirement income, estate and legacy strategies, and tax optimization. With more than 15 years of experience in financial services, Eric brings deep expertise in guiding individuals and families through complex financial decisions with discipline, clarity, and long-term perspective. Prior to joining THRYVE, Eric served as Director of Financial Planning at Strive Wealth Management. Earlier in his career, he held advisory roles at Fidelity and JP Morgan and served in regional leadership positions at Hilltop Securities as both a Planning Consultant and Growth Consultant. Known for his analytical rigor and client-centered approach, Eric is dedicated to delivering high impact, customized financial strategies that help clients build, preserve, and transition wealth across generations.

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Headshot of John Bell, CFP®
Financial Advisor
John Bell, CFP®
What THRYVE means to me
To me, THRYVE is about breaking from outdated wealth management and building something better for clients. It's being part of a team that's always improving how we serve and not being tied to legacy thinking.

John is a Financial Advisor at THRYVE Wealth Management, where he provides personalized financial guidance to individuals and families seeking to grow, preserve, and pass on their wealth. With over a decade of experience in the financial services industry, John brings a deep understanding of comprehensive financial planning, investment strategy, and long-term wealth creation. Before joining THRYVE, John served as a Financial Advisor at Strive Wealth Management, where he was an early member of the firm following its launch in 2022. During his time there, he helped shape Strive’s client-first, values-driven approach to wealth management, emphasizing financial freedom, disciplined investing, and alignment with each client’s long-term goals.

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Headshot of Adam Montanez
Senior Client Services Representative
Adam Montanez
What THRYVE means to me
THRYVE strikes the perfect balance between forward-thinking wealth management and an unwavering commitment to our clients. We anticipate financial needs before they arise, so our clients never have to ask.

Adam is a Senior Client Service Representative at THRYVE Wealth Management, where he supports the firm’s advisors and high-net-worth clients through comprehensive operational and service excellence. Adam has spent his entire career in the wealth management industry, primarily supporting high-net-worth clients and their advisors. With over six years of operational experience at leading firms such as Goldman Sachs and JP Morgan, Adam has played a key role in helping clients navigate their financial needs with precision and care. In addition to his technical expertise, Adam has held several leadership roles and is committed to advancing THRYVE’s goal of empowering high-net-worth individuals to shape their financial futures with confidence. He holds a Bachelor of Science degree in Finance from Pepperdine University.

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Headshot of Kayla Effner
Executive Assistant
Kayla Effner
What THRYVE means to me
At THRYVE we don't just manage money, we manage relationships. Every email, phone call, meeting, and follow-up is about making sure our clients feel taken care of at every level. That's the standard we hold ourselves to every day.

Kayla is the Executive Assistant to the CEO of THRYVE. She plays a central role in supporting executive leadership while ensuring a seamless experience for clients across the firm. With a strong background in finance and hands-on experience across wealth management operations, Kayla brings a strong understanding of financial concepts alongside exceptional organizational and execution skills. She is known for bringing structure, follow-through, and clarity to complex initiatives and serves as a key connective point across teams, helping THRYVE operate efficiently while maintaining its commitment to exceptional client service. Kayla holds a Bachelor of Arts degree in English from Old Dominion University.

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