Managing Partner, Founder
Bret has set the strategic direction of the company since its founding in 2011. He brings more than 15 years of experience and expertise in the Financial Service Industry. At Thrive Financial he drives client solutions, customer success services and business development organization– focused on growth across all market sizes, segments and key geographies.
Prior to founding Thrive, Bret served as a Financial Advisor at Vantage Point Bank where he was a Gold and Platinum Master’s Forum winner from Allianz Life of North America. This award is based on production volume over declared calendar periods. He served as Vice President, Senior Financial Specialist at Wachovia, A Wells Fargo Company, in which he was a consistent top performer in the market leverage report, which measures sales and services in all categories. He received Multiple Shared Success Service Awards in recognition for winning spirit, overall client satisfaction and unmatched customer service and advice.
He holds a B.S. in Mathematical Economics from Wake Forest University. Bret holds the NASAA Series 65, and is licensed in Health and Life Insurance in multiple states.
When not busy at work, Bret spends time with his wife, Heather, and their three kids, Nate, Nora and Davis. When not busy attending his kids’ sports events, he spends time as a bird watcher. He also enjoys working on the landscaping of their property and spontaneous get-a-ways with Heather, normally to the shore.
Managing Director/ Chief Compliance Officer
With over 25 years in the Financial Service Industry, and a sterling reputation for building large and successful organizations, David operates as Managing Director for Thrive Capital Management & Thrive Financial Services. David brings an entrepreneurial skill set, providing vision, operational and logistically support to enhance Thrive’s core values. He serves as a coach to the management team and provides leadership development, coaching and mentoring for the members of the Thrive Team.
David has always had a passion for working with people and helping them achieve success in their life. Whether that’s his clients or the advisors and staff that work alongside of him. “I get a big kick seeing them get what they want out of life!”
He attended Villanova University and Wharton School, University of Pennsylvania-Stonier graduate banking program. David holds NASAA licensing for Series 65 and previously held the Series 63, Series 6, and Series 26 securities registrations. In addition, he has multiple state insurance licenses for Life, Accident, Health, and Property and Casualty.
David loves spending time and traveling with his family. “Karen, Sami, Haley, and Moose are a blast to hang out with.” David also loves spending time on the auto racetrack up and down the east coast.
Karen Bezar, who also happens to be David’s wife, is a graduate of Gwynedd-Mercy College and always knew her career path would involve working with and helping people. Although she started out in the medical field, she eventually chose a different path — the Financial Service Industry and stayed there for 22 years. Until recently, Karen owned her own firm and built that company into one that serves many clients. When Karen saw the rapid growth of Thrive and the impact it was having with their clients, she realized her desire to be part of a bigger team. She thought it was best to sell her practice and join forces with her husband and the rest of the Thrive Financial team.
One of her passions for the business is empowering women to understand and deal with their finances. She loves the interaction and the education aspect of the business. Due to the experiences she has seen with many women she has worked with over the years, she has a special interest in making sure women get the education and assistance they need to make the right financial decisions.
When Karen is not busy at Thrive, she enjoys spending time with her family which includes two daughters 20 and 15 years old, and taking long and slow walks with their 13-year-old lab, Moose — and yes her husband David too, even though they work together daily. Karen and David like to travel and expose their children to different cultures and people.
Karen is life, accident and health insurance licensed in number of states. Karen previously held FINRA series 6, 63, 26 licenses.