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.