About
Our Story
After spending close to a decade in the financial services industry, Lynn Bowser had a greater vision to create a firm that was more closely tied to her core values. In May 2023, Lynn established Thrive Financial Partners as the Founding Partner. Alongside in partnership, Paige Holt, Emily Barnwell, Max Kunisch and Adrian Nagy joined the firm as Founding Members. Together, the team has over thirty-five years in experience in the wealth management solutions space. Thrive Financial Partners is committed to empower everyone to THRIVE – personally, professionally, and financially.
Our Team
Paige Holt
Chief Operations Officer
Emily Barnwell
Client Services Specialist
Sherie M. Higgins MBA
Financial Advisor & Planner
Beth Bohara
Wealth Management Advisor
Sherie Higgins brings more than 15 years of experience in the financial services industry, providing clients with thoughtful guidance through personalized, goal-driven financial planning. She is a two-time graduate of Penn State University, earning both a Master of Business Administration and a Bachelor of Science in Finance, along with minors in International Business and German. Sherie is also a proud alumna of the Penn State Blue Band.
Sherie began her financial services career in Seattle while she and her husband were stationed at the U.S. Navy Submarine Base, Bangor, WA. After returning to Pennsylvania, she joined a financial planning team in Kennett Square, where she spent 11 years helping clients pursue their financial goals. She later accepted the opportunity to become a founding partner at Thrive Financial Partners of the greater Philadelphia area.
In addition to her advisory work, Sherie served as a finance professor at Eastern University for 17 years, combining academic insight with real-world financial experience.
Sherie and her husband, Jonathan, have been married since 2002 and reside in Garnet Valley, Pennsylvania, with their two children, Alicia and Andrew. She is actively involved in her community through volunteer work with the Garnet Valley School District, participation at Brandywine Valley Church, and involvement with several business owners groups in the local area. Sherie enjoys traveling and spending time with family.
Beth Bohara is a financial planner with Thrive Financial Partners, Charleston. Previously working in the healthcare industry, Beth has a unique perspective on how stress, uncertainty and major life transitions impact financial wellbeing. Beth’s approach is thoughtful, strategic, and grounded in aligning financial decisions with each client’s goals, values and long-term visions, helping them intentionally design their future.
As a wife, mom of three boys, and dog mom to two, Beth understands firsthand the competing priorities families face and the importance of aligning money with what truly matters. She earned her undergraduate degree from the University of Connecticut and her Master’s degree from Yale University and is actively pursuing her ChFC® and CFP® designations through The American College of Financial Services.
Lynn Bowser is the Founding Partner of Thrive Financial Partners, established in 2023. With more than a decade of experience in financial services, Lynn is passionate about helping clients create meaningful, vision-centered financial plans.
After attending Syracuse University, Lynn began her career as a Financial Advisor with Northwestern Mutual in her hometown of Syracuse, NY. During her first five years, she became a sought-after national speaker on leadership, growth, and high achievement as a woman in finance. In 2019, she and her family relocated to Charlotte, North Carolina, where she became the Managing Director of the Lake Norman office for Northwestern Mutual.
Lynn’s leadership and impact have been widely recognized. She was named one of Charlotte’s 50 Most Influential Women in 2020 and America’s Women Magazine Woman of the Year in 2021. She has emceed the Charlotte Business Journal’s Women in Business Awards (2019–2023) and 40 Under 40 Awards (2022), and has spoken at numerous industry events, including the Northwestern Mutual Annual Meeting, Regional Meetings, the Women’s Affinity Summit, and network offices nationwide.
Lynn and her husband, Ryan, were married in 2005 and live in Huntersville, NC with their three children—Caitlyn, Michael, and Emily. The Bowser family is deeply rooted in the Lake Norman community, where volunteerism is a core value. They support local food banks and shelters, sponsor children in developing countries, and remain active in their church. In their spare time, they enjoy traveling, hiking, and making memories with family and friends.
Paige grew up in Syracuse, New York, and now lives in Huntersville, North Carolina. She began working with Lynn in 2013 as a family nanny and, in 2015, transitioned into the role of Associate Financial Representative at Northwestern Mutual. In May 2023, Paige joined Lynn at Thrive Financial Partners as a Founding Member and Chief Operating Officer. Known for building strong client relationships, Paige ensures every client enjoys a seamless and welcoming onboarding experience. Outside of work, she enjoys working out, traveling, and spending time with her family and friends.
Emily Barnwell is a Charlotte, North Carolina native who began her career in Juvenile Justice, working both in a secured juvenile facility and supervising youth in the community. After welcoming her son, Hudson, in 2021, she shifted her career path and joined Northwestern Mutual in Lake Norman under Lynn’s leadership. There, she served first as Director of Development and later as Director of Talent Acquisition.
In April 2023, Emily joined Lynn at Thrive Financial Partners as a Founding Member and Chief Growth Officer. She is passionate about helping people achieve their own definition of success.
Emily lives in Huntersville, North Carolina, with her husband, Chad, their children, Hudson and Allie, their dog, Lucy, and their cat, Kimber. She is an active advocate in the infertility community and loves spending time in the mountains of North Carolina.
As a seasoned financial leader with over a decade of experience, Drew has established a reputation for excellence in financial analysis, strategic planning, and operational optimization. With a background as Chief Financial Officer and Chief Operations Officer in diverse industries, Drew has a proven track record of driving substantial revenue growth, implementing data-driven solutions, and forging key partnerships to maximize profitability.
Drew brings a unique blend of financial acumen and communication skills to the role of Financial Advisor, where he leverages his expertise to provide tailored financial solutions and empower clients to achieve their financial goals with confidence.
Drew has three wonderful children, Hudson, Peyton, and Sophia. He is a proud alum of The University of Tennessee (Go Vols!). Drew has been active members in the Lake Norman community for the past 10 years.
Join Our Team
We believe in helping people THRIVE – both personally and professionally. If you’re looking to grow in your career as a Financial Advisor we’d love to talk with you. Please email our Chief Growth Officer, Emily Barnwell, at ebarnwell@mythrivefinancial.com.
Let's Connect
Looking to take the next step on your financial journey? We’d love for you to grab a time for us to learn more about you!


