Founders

David Bezar
Senior Managing Director

Bret Elam
Managing Partner

Karen Bezar
Managing Partner

David Bezar
Senior Managing Director

Bret Elam
Managing Partner

Karen Bezar
Managing Partner
Meet Our Team
FINANCIAL Professionals

Jeff Walker, CRC®
Financial Planner

Erik Schuster, CFP®
Financial Planner

Grant Frederick
Financial Planner

Jordan Cohen
Financial Planner

Andrew Stephens
Financial Planner

Jamal Clarke
Financial Planner

Mandy S. Snider, ChFC®
Financial Planner

George Cressman, Jr., PE Colonel (Ret)
Business Development Specialist

Stacey Cohen
Financial Planner

Reed Rapine
Sales Development Representative

Stroud Hellebusch
Financial Planner
FINANCIAL Professionals

Jeff Walker, CRC®
Financial Planner

Erik Schuster, CFP®
Financial Planner

Grant Frederick
Financial Planner

Jordan Cohen
Financial Planner

Andrew Stephens
Financial Planner

Jamal Clarke
Financial Planner

Mandy S. Snider, ChFC®
Financial Planner

George Cressman, Jr., PE Colonel (Ret)
Business Development Specialist

Stacey Cohen
Financial Planner

Reed Rapine
Sales Development Representative

Stroud Hellebusch
Financial Planner
Operations Department

Christopher Bak, CRPC®
Chief Compliance Officer

Brittany Hodge
Director of Client Services

Becky Stronger
Operations Specialist

Rebecca Hines, CPA
Financial Controller

Joe Fitzpatrick
Financial Planning Associate

Jake Weiner
Financial Planning Associate

Lisa Forte
Client Service Specialist

Beth DeMalavez
Client Service Specialist
Operations Department

Christopher Bak, CRPC®
Chief Compliance Officer

Brittany Hodge
Director of Client Services

Becky Stronger
Operations Specialist

Rebecca Hines, CPA
Financial Controller

Joe Fitzpatrick
Financial Planning Associate

Jake Weiner
Financial Planning Associate

Lisa Forte
Client Service Specialist

Beth DeMalavez
Client Service Specialist
Marketing & Events Team

Samantha Bezar
Director of Marketing

Matt Murphy
Marketing Specialist

Audrey Teague
Senior Marketing Associate

Sascha Keitz
Marketing and Events Associate

Heather Elam
Seminar Coordinator

Peanut
Security, Marketing Associate

Natalie Donegan
Office Manager & Scheduler

Rebecca Munz
Office Coordinator

Myrna Bezar
Client Liaison
Marketing & Events Team

Samantha Bezar
Director of Marketing

Matt Murphy
Marketing Specialist

Audrey Teague
Senior Marketing Associate

Sascha Keitz
Marketing and Events Associate

Heather Elam
Seminar Coordinator

Natalie Donegan
Office Manager & Scheduler

Rebecca Munz
Office Coordinator

Myrna Bezar
Client Liaison

Peanut
Security, Marketing Associate
Are You Ready To Know You’re Going To Be OK In Retirement? Know For Sure With Thrive.
Uncertainty and overwhelm may be familiar feelings when it comes to your retirement. We can help you experience confidence and clarity, and be prepared for what comes your way next. Talk with our team to see how we can help you Thrive today.