Founders
David Bezar
Senior Managing Partner
Karen Bezar
Managing Partner
Bret Elam
Managing Partner
Founders
David Bezar
Senior Managing Partner
Karen Bezar
Managing Partner
Bret Elam
Managing Partner
FINANCIAL Professionals
Jeff Walker, CRC®
Financial Advisor
Jordan Cohen
Financial Advisor
Sean DeBarberie, CFP®, ChFC®, RICP®
Relationship Advisor
Andrew Stephens
Financial Advisor
Randi Leese
Financial Advisor
Richard Parrett, CFP®
Financial Advisor
Christian Abraham
Relationship Advisor
Adam H. Burg, CRPC®
Relationship Advisor
Gosia Guziak, CFP®
Relationship Advisor
Matt Harrison
Financial Advisor
Christopher Bak, CRPC®
Relationship Advisor
FINANCIAL Professionals
Jeff Walker, CRC®
Financial Advisor
Jordan Cohen
Financial Advisor
Sean DeBarberie, CFP®, ChFC®, RICP®
Financial Advisor
Andrew Stephens
Financial Advisor
Randi Leese
Financial Advisor
Richard Parrett, CFP®
Financial Advisor
Christian Abraham
Relationship Advisor
Adam H. Burg, CRPC®
Relationship Advisor
Christopher Bak, CRPC®
Relationship Advisor
Matt Harrison
Relationship Advisor
Gosia Guziak, CFP®
Relationship Advisor
Operations Department
Brittany Hodge
Director of Client Services
Becky Stronger
Operations Specialist
Beth DeMalavez
Client Service Specialist
Kimberly Thomas
Client Service Specialist
Joe Fitzpatrick
Financial Planning Associate
Jake Weiner
Financial Planning Associate
Operations Department
Brittany Hodge
Director of Client Services
Becky Stronger
Operations Specialist
Beth DeMalavez
Client Service Specialist
Kimberly Thomas
Client Service Specialist
Jake Weiner
Financial Planning Associate
Joe Fitzpatrick
Financial Planning Associate
Client Relationship Coordinators
Gabriela Corado
Client Relationship Coordinator
Stephanie Szylejko
Client Relationship Coordinator
Client Relationship Coordinators
Gabriela Corado
Client Relationship Coordinator
Stephanie Szylejko
Client Relationship Coordinator
Marketing & Events Team
Samantha Bezar
Director of Marketing
Sascha Keitz
Event Coordinator
Heather Elam
Internal Events Coordinator
Myrna Bezar
Client Liaison
Peanut Butter
Security
Marketing & Events Team
Samantha Bezar
Director of Marketing
Sascha Keitz
Event Coordinator
Heather Elam
Internal Events Coordinator
Myrna Bezar
Client Liaison
Peanut Butter
Security