Our Team

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

Founders

11

Bret Elam

Managing Partner

12

David Bezar

Senior Managing Director

Karen Headsshot

Karen Bezar

Managing Partner

Founders

12

David Bezar

Senior Managing Director

11

Bret Elam

Managing Partner

Karen Headsshot

Karen Bezar

Managing Partner

Meet the Team

FINANCIAL ADVISORs

14

Jeff Walker

Financial Planner

Erik

Erik Schuster, CFP®

Financial Planner

Bryan

Bryan Britchkow

Financial Planner

Jordan

Jordan Cohen

Financial Planner

8

Andrew Stephens

Financial Planner

5

Mandy S. Snider, ChFC®

Financial Planner

24

Stacey Cohen

Financial Planner

Operations Department

19

Peggy Rahill

Deputy Compliance Officer & Controller

23

Christopher Bak, CRPC®

Chief Compliance Officer

13

Brittany Hodge

Director of Client Services

25

Rebecca Hines, CPA

Financial Controller

Becky Stronger2

Becky Stronger

Operations Specialist

Jake headshots

Jake Weiner

Financial Planning Associate

Cressman headshots (1)

George Cressman, Jr., PE Colonel (Ret)

Business Development Specialist

Marketing Team

20

Samantha Bezar

Director of Marketing

22

Natalie Donegan

Office Manager & Scheduler

Thrive Financial_Matt Murphy Headshot

Matt Murphy

Marketing Specialist

9

Audrey Teague

Marketing Associate

Myrna Headshots

Myrna Bezar

Client Liaison

Heather Headshots

Heather Elam 

Marketing Associate

Sascha Keitz

Sascha Keitz

Marketing Intern

Peanut

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.

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