Founders

Bret Elam
Managing Partner

David Bezar
Senior Managing Director

Karen Bezar
Managing Partner
Founders

David Bezar
Senior Managing Director

Bret Elam
Managing Partner

Karen Bezar
Managing Partner
Meet the Team
FINANCIAL Professionals

Jeff Walker, CRC®
Financial Planner

Erik Schuster, CFP®
Financial Planner

Bryan Britchkow
Financial Planner

Jordan Cohen
Financial Planner

Andrew Stephens
Financial Planner

Mandy S. Snider, ChFC®
Financial Planner

Stacey Cohen
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 Specialist

Jake Weiner
Financial Planning Specialist

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

Samantha Bezar
Director of Marketing

Natalie Donegan
Office Manager & Scheduler

Matt Murphy
Marketing Specialist

Audrey Teague
Senior Marketing Associate

Myrna Bezar
Client Liaison

Heather Elam
Marketing Associate

Sascha Keitz
Marketing Intern

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.