Founders
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David Bezar
Senior Managing Partner
![David Bezar_Spotlight_Headshot_Karen Bezar_7.23 David Bezar_Spotlight_Headshot_Karen Bezar_7.23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/David-Bezar_Spotlight_Headshot_Karen-Bezar_7.23-scaled-square-cd60d2b88779dd093c2408e389fcd82e-e8b71qaxyicv.jpg)
Karen Bezar
Managing Partner
![11 11](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/11-square-577c2ef4f2583c565da3c7a639ef3676-s95t0rwpyov2.png)
Bret Elam
Managing Partner
Founders
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David Bezar
Senior Managing Partner
![David Bezar_Spotlight_Headshot_Karen Bezar_7.23 David Bezar_Spotlight_Headshot_Karen Bezar_7.23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/David-Bezar_Spotlight_Headshot_Karen-Bezar_7.23-scaled-square-cd60d2b88779dd093c2408e389fcd82e-kvri7x1ntjwc.jpg)
Karen Bezar
Managing Partner
![11 11](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/11-square-577c2ef4f2583c565da3c7a639ef3676-zof5en8rvkcd.png)
Bret Elam
Managing Partner
FINANCIAL Professionals
![14 14](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/14-square-6499ac2545975a6c8092d8e69fc9c4d2-fkn3z4ipxwce.png)
Jeff Walker, CRC®
Financial Advisor
![Jordan Jordan](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Jordan-square-1384f8aabe44ccdec2c2029d2822a48f-uj53w497pi0v.png)
Jordan Cohen
Financial Advisor
![8 8](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/8-square-f4e22b641071214823e34b0cab38a604-ovxmtne81dyz.png)
Andrew Stephens
Financial Advisor
![Rich Headshot Rich Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Rich-Headshot-square-ebaea0777882210ffd94ebf76fa1d695-kwqojtd8mnui.png)
Richard Parrett, CFP®
Financial Advisor
![Randi Leese Randi Leese](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Randi-Leese-square-f2379c5e3f6972d2673c44389503ec0e-pjig7lncrybd.png)
Randi Leese
Financial Advisor
![23 23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/23-square-be89a99eca16d3306c009c57170462f8-wom7a1tsprjc.png)
Christopher Bak, CRPC®
Relationship Advisor
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Christian Abraham
Relationship Advisor
![Adam Headshot Adam Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Adam-Headshot-square-278685587000d7f250ebcc823f5b2d36-pdfb230lz7au.png)
Adam H. Burg, CRPC®
Relationship Advisor
![24 24](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/24-square-76418884bb9ec1d0c1cb7d1593a4e7ee-f58bhikr4vjw.png)
Stacey Cohen
Relationship Advisor
![Gosia Headshot Gosia Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Gosia-Headshot-square-578bc181cc33c366b4ab9fe365f9b6bb-j16pdolq5mrh.png)
Gosia Guziak, CFP®
Relationship Advisor
![Matt H Matt H](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Matt-H-square-813396395d272eaea854c47a9d70919e-g75k6w0z9lmr.png)
Matt Harrison
Financial Advisor
FINANCIAL Professionals
![14 14](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/14-square-6499ac2545975a6c8092d8e69fc9c4d2-v4nm3d56wt7o.png)
Jeff Walker, CRC®
Financial Advisor
![Jordan Jordan](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Jordan-square-1384f8aabe44ccdec2c2029d2822a48f-nakvt6x1sjw2.png)
Jordan Cohen
Financial Advisor
![8 8](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/8-square-f4e22b641071214823e34b0cab38a604-ibzo6jfy0cmh.png)
Andrew Stephens
Financial Advisor
![Rich Headshot Rich Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Rich-Headshot-square-ebaea0777882210ffd94ebf76fa1d695-3ni6gp54uxfa.png)
Richard Parrett, CFP®
Financial Advisor
![Randi Leese Randi Leese](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Randi-Leese-square-f2379c5e3f6972d2673c44389503ec0e-r65linmtbdf1.png)
Randi Leese
Financial Advisor
![23 23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/23-square-be89a99eca16d3306c009c57170462f8-4srwipjf5c0l.png)
Christopher Bak, CRPC®
Relationship Advisor
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Christian Abraham
Relationship Advisor
![Adam Headshot Adam Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Adam-Headshot-square-278685587000d7f250ebcc823f5b2d36-zr081t5iy4p7.png)
Adam H. Burg, CRPC®
Relationship Advisor
![Matt H Matt H](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Matt-H-square-813396395d272eaea854c47a9d70919e-qox60uv481nd.png)
Matt Harrison
Relationship Advisor
![Gosia Headshot Gosia Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Gosia-Headshot-square-578bc181cc33c366b4ab9fe365f9b6bb-i9febxt71h84.png)
Gosia Guziak, CFP®
Relationship Advisor
![24 24](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/24-square-76418884bb9ec1d0c1cb7d1593a4e7ee-hstlqbm7nre9.png)
Stacey Cohen
Relationship Advisor
Operations Department
![13 13](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/13-square-a36155520330e76a31401cecf962c069-iasvqn3wkroh.png)
Brittany Hodge
Director of Client Services
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Becky Stronger
Operations Specialist
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Beth DeMalavez
Client Service Specialist
![Kim Headshot Kim Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Kim-Headshot-square-265b75c2eb3c34d28263e3106fd49ed5-zr4lpg5i8nem.png)
Kimberly Thomas
Client Service Specialist
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Joe Fitzpatrick
Financial Planning Associate
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Jake Weiner
Financial Planning Associate
Operations Department
![13 13](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/13-square-a36155520330e76a31401cecf962c069-coh6kwesxj42.png)
Brittany Hodge
Director of Client Services
![Becky Stronger2 Becky Stronger2](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Becky-Stronger2-square-fb291ea87ee6de79ae367da6ed009296-4fmtc32n6ev7.png)
Becky Stronger
Operations Specialist
![Beth DeMalavez Headshot Beth DeMalavez Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Beth-DeMalavez-Headshot-1-square-aa22df54b766b64a54e2105abc60a6be-k256vhsg3fpm.png)
Beth DeMalavez
Client Service Specialist
![Kim Headshot Kim Headshot](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Kim-Headshot-square-265b75c2eb3c34d28263e3106fd49ed5-kqrt089px5m2.png)
Kimberly Thomas
Client Service Specialist
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Jake Weiner
Financial Planning Associate
![Joe Fitzpatrick Headshots Joe Fitzpatrick Headshots](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Joe-Fitzpatrick-Headshots-square-61c227de5b310b2d285e2f1e7206eb93-q7gd4ab3mf69.png)
Joe Fitzpatrick
Financial Planning Associate
Client Relationship Coordinators
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Gabriela Corado
Client Relationship Coordinator
![Lisa R. Lisa R.](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Lisa-R-square-bc4f2b6553687b1685bc6fe5e0fc72a0-u2w0zpj3oykl.png)
Lisa Ranaglia
Client Relationship Coordinator
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Stephanie Szylejko
Client Relationship Coordinator
Client Relationship Coordinators
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Gabriela Corado
Client Relationship Coordinator
![Lisa R. Lisa R.](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Lisa-R-square-bc4f2b6553687b1685bc6fe5e0fc72a0-c5xstq9oa2zu.png)
Lisa Ranaglia
Client Relationship Coordinator
![Steph Steph](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Steph-1-square-14049983103cfa9defc8e006a7e4b6a2-08n9jr3qm7yk.png)
Stephanie Szylejko
Client Relationship Coordinator
Marketing & Events Team
![David Bezar_Spotlight_Headshot_Samantha Bezar_7.23 David Bezar_Spotlight_Headshot_Samantha Bezar_7.23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/David-Bezar_Spotlight_Headshot_Samantha-Bezar_7.23-scaled-square-9cbc892f941df4db468e61ec94cde4ea-lgm25axjzhk4.jpg)
Samantha Bezar
Director of Marketing
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Sascha Keitz
Event Coordinator
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Heather Elam
Internal Events Coordinator
![Myrna Headshots Myrna Headshots](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Myrna-Headshots-square-04d88cd81d509ae104119ada016d1b58-qost60cgaml8.png)
Myrna Bezar
Client Liaison
![David Bezar_Spotlight_Headshot_Rebecca Munz_7.23 David Bezar_Spotlight_Headshot_Rebecca Munz_7.23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/David-Bezar_Spotlight_Headshot_Rebecca-Munz_7.23-scaled-square-4d2dab5c379948ad83326fec5ddd2054-rymst9goqxj2.jpg)
Rebecca Munz
First Impressions
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Peanut Butter
Security
Marketing & Events Team
![David Bezar_Spotlight_Headshot_Samantha Bezar_7.23 David Bezar_Spotlight_Headshot_Samantha Bezar_7.23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/David-Bezar_Spotlight_Headshot_Samantha-Bezar_7.23-scaled-square-9cbc892f941df4db468e61ec94cde4ea-bchw5fodr98z.jpg)
Samantha Bezar
Director of Marketing
![Sascha Sascha](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Sascha-square-12d4342d3483a74ba88aca5e8b42a6c6-q8gs25076ecr.png)
Sascha Keitz
Event Coordinator
![Heather Headshots Heather Headshots](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Heather-Headshots-square-b99ea206cba32241f3ade609fd4eebe0-gsum5v6p3hi2.png)
Heather Elam
Internal Events Coordinator
![Myrna Headshots Myrna Headshots](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Myrna-Headshots-square-04d88cd81d509ae104119ada016d1b58-qvsoipf0gb95.png)
Myrna Bezar
Client Liaison
![David Bezar_Spotlight_Headshot_Rebecca Munz_7.23 David Bezar_Spotlight_Headshot_Rebecca Munz_7.23](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/David-Bezar_Spotlight_Headshot_Rebecca-Munz_7.23-scaled-square-4d2dab5c379948ad83326fec5ddd2054-qh5a7ncmz4js.jpg)
Rebecca Munz
First Impressions
![Peanut Headshots Peanut Headshots](https://thrivefinancialservices.com/wp-content/uploads/bb-plugin/cache/Peanut-Headshots-square-b3034780d1c81e4984df8c792ebaad39-fao83uhvt209.png)
Peanut Butter
Security
Interested in Learning More? Speak to Our Client Development Representative Reed Rapine to See How We Can Help Plan "Your Roadmap to Thrive™"
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Hours: Tuesday – Friday (9:30 AM – 4:30 PM)