Broker Check

Who We Are

We’re good with numbers, but won’t treat you like one

We’re good with numbers, but won’t treat you like one

We care more about what’s in your heart than what’s in your wallet and work hard to earn your trust and loyalty by treating you like family. Always looking out for your best interests we're grounded in principles of honor and integrity to help create the best plan for your best life.

Patrick Reid

Financial Advisor - Partner

patrick@plan2thrivefs.com

If you’re looking for a winning strategy for your financial goals, you want Patrick in your court. As a former athlete and having been raised on a farm, Patrick Reid knows the meaning of hard work. And when he’s not...

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Debbie Madsen

debbie@plan2thrivefs.com

Debbie Madsen is Patrick Reid’s Client Service Manager. She has previous employment history in a tax services, commodity brokerage services, library and federal government. She is a proud mom of two children; a daughter who is...

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Jeff Newburn

Financial Advisor – Partner

jeff@plan2thrivefs.com

After a successful career in a utility company, Jeff Newburn began working in the financial services industry for an insurance companies. In time, Jeff became uncomfortable focusing solely on selling products and joined a financial...

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Amanda Kelley

amanda@plan2thrivefs.com

Amanda is a Quad City native, has a BA from WIU and worked for the State of Iowa for 12 years before making the decision to leave the state and join Plan2Thrive in 2019. Work duties include preparing new account paperwork, providing...

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Amby Canty

amby@plan2thrivefs.com

Amby Canty, Paraplanner, has been a client of Plan2Thrive since 2008. In 2014, Amby retired from a 31-year career as an IT professional. At that time, Jeff hired Amby as an employee. Amby’s duties include: research and analysis,...

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