Our Team

Meet the professionals who can help you grow your wealth — and thrive in retirement.

Founders

David_Headshot (1)

David Bezar

Senior Managing Partner

David Bezar_Spotlight_Headshot_Karen Bezar_7.23

Karen Bezar

Managing Partner

11

Bret Elam

Managing Partner

Founders

David_Headshot (1)

David Bezar

Senior Managing Partner

David Bezar_Spotlight_Headshot_Karen Bezar_7.23

Karen Bezar

Managing Partner

11

Bret Elam

Managing Partner

Meet Our Team

Meet Our Team

FINANCIAL Professionals

14

Jeff Walker, CRC®

Financial Advisor

Jordan

Jordan Cohen

Financial Advisor

Sean (1)

Sean DeBarberie, CFP®, ChFC®, RICP®

Relationship Advisor

8

Andrew Stephens

Financial Advisor

Randi Leese

Randi Leese

Financial Advisor

Rich Headshot

Richard Parrett, CFP®

Financial Advisor

Christian (3)

Christian Abraham

Relationship Advisor

Adam Headshot

Adam H. Burg, CRPC®

Relationship Advisor

Gosia Headshot

Gosia Guziak, CFP®

Relationship Advisor

Matt H

Matt Harrison

Financial Advisor

23

Christopher Bak, CRPC®

Relationship Advisor

FINANCIAL Professionals

14

Jeff Walker, CRC®

Financial Advisor

Jordan

Jordan Cohen

Financial Advisor

Sean (1)

Sean DeBarberie, CFP®, ChFC®, RICP®

Financial Advisor

8

Andrew Stephens

Financial Advisor

Randi Leese

Randi Leese

Financial Advisor

Rich Headshot

Richard Parrett, CFP®

Financial Advisor

Christian (3)

Christian Abraham

Relationship Advisor

Adam Headshot

Adam H. Burg, CRPC®

Relationship Advisor

23

Christopher Bak, CRPC®

Relationship Advisor

Matt H

Matt Harrison

Relationship Advisor

Gosia Headshot

Gosia Guziak, CFP®

Relationship Advisor

Operations Department

13

Brittany Hodge

Director of Client Services

Becky Stronger2

Becky Stronger

Operations Specialist

Beth DeMalavez Headshot

Beth DeMalavez

Client Service Specialist

Kim Headshot

Kimberly Thomas

Client Service Specialist

Joe Fitzpatrick Headshots

Joe Fitzpatrick

Financial Planning Associate

Jake Weiner

Jake Weiner

Financial Planning Associate

Operations Department

13

Brittany Hodge

Director of Client Services

Becky Stronger2

Becky Stronger

Operations Specialist

Beth DeMalavez Headshot

Beth DeMalavez

Client Service Specialist

Kim Headshot

Kimberly Thomas

Client Service Specialist

Jake Weiner

Jake Weiner

Financial Planning Associate

Joe Fitzpatrick Headshots

Joe Fitzpatrick

Financial Planning Associate

Client Relationship Coordinators

Gabi

Gabriela Corado

Client Relationship Coordinator

Steph

Stephanie Szylejko

Client Relationship Coordinator

Client Relationship Coordinators

Gabi

Gabriela Corado

Client Relationship Coordinator

Steph

Stephanie Szylejko

Client Relationship Coordinator

Marketing & Events Team

David Bezar_Spotlight_Headshot_Samantha Bezar_7.23

Samantha Bezar

Director of Marketing

Sascha

Sascha Keitz

Event Coordinator

Heather Headshots

Heather Elam 

Internal Events Coordinator

Myrna Headshots

Myrna Bezar

Client Liaison

David Bezar_Spotlight_Headshot_Rebecca Munz_7.23

Rebecca Munz

First Impressions

Peanut Headshots

Peanut Butter

Security

Marketing & Events Team

David Bezar_Spotlight_Headshot_Samantha Bezar_7.23

Samantha Bezar

Director of Marketing

Sascha

Sascha Keitz

Event Coordinator

Heather Headshots

Heather Elam 

Internal Events Coordinator

Myrna Headshots

Myrna Bezar

Client Liaison

David Bezar_Spotlight_Headshot_Rebecca Munz_7.23

Rebecca Munz

First Impressions

Peanut Headshots

Peanut Butter

Security

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