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

11

Bret Elam

Managing Partner

David Bezar_Spotlight_Headshot_Karen Bezar_7.23

Karen Bezar

Managing Partner

Founders

David_Headshot (1)

David Bezar

Senior Managing Partner

11

Bret Elam

Managing Partner

David Bezar_Spotlight_Headshot_Karen Bezar_7.23

Karen Bezar

Managing Partner

Meet Our Team

Meet Our Team

FINANCIAL Professionals

14

Jeff Walker, CRC®

Financial Planner

David Bezar_Spotlight_Headshot_Erik Schuster_7.23

Erik Schuster, CFP®

Financial Planner

Grant Federick Hand removed edit Headshot

Grant Frederick

Financial Planner

Jordan

Jordan Cohen

Financial Planner

8

Andrew Stephens

Financial Planner

Jamal Clarke

Jamal Clarke

Financial Planner

George New

George Cressman, Jr., PE Colonel (Ret)

Business Development Manager

5

Mandy S. Snider, ChFC®

Financial Planner

Matt H

Matt Harrison

Financial Planner

24

Stacey Cohen

Financial Planner

Dennis K

Dennis Keyser

Financial Planner

Stroud Hellebusch

Stroud Hellebusch

Financial Planner

Reed Rapine

Reed Rapine

Relationship Development Representative

FINANCIAL Professionals

14

Jeff Walker, CRC®

Financial Planner

David Bezar_Spotlight_Headshot_Erik Schuster_7.23

Erik Schuster, CFP®

Financial Planner

Grant Federick Hand removed edit Headshot

Grant Frederick

Financial Planner

Jordan

Jordan Cohen

Financial Planner

8

Andrew Stephens

Financial Planner

Jamal Clarke

Jamal Clarke

Financial Planner

George New

George Cressman, Jr., PE Colonel (Ret)

Business Development Manager

5

Mandy S. Snider, ChFC®

Financial Planner

Matt H

Matt Harrison

Financial Planner

24

Stacey Cohen

Financial Planner

Dennis K

Dennis Keyser

Financial Planner

Stroud Hellebusch

Stroud Hellebusch

Financial Planner

Reed Rapine

Reed Rapine

Relationship Development Representative

Operations Department

23

Christopher Bak, CRPC®

Director of Investment Operations

13

Brittany Hodge

Director of Client Services

Becky Stronger2

Becky Stronger

Operations Specialist

25

Rebecca Hines, CPA

Financial Controller

Joe Fitzpatrick Headshots

Joe Fitzpatrick

Financial Planning Associate

Jake Weiner

Jake Weiner

Financial Planning Associate

Beth DeMalavez Headshot

Beth DeMalavez

Client Service Specialist

Operations Department

23

Christopher Bak, CRPC®

Director of Investment Operations

13

Brittany Hodge

Director of Client Services

Becky Stronger2

Becky Stronger

Operations Specialist

25

Rebecca Hines, CPA

Financial Controller

Joe Fitzpatrick Headshots

Joe Fitzpatrick

Financial Planning Associate

Jake Weiner

Jake Weiner

Financial Planning Associate

Beth DeMalavez Headshot

Beth DeMalavez

Client Service Specialist

Marketing & Events Team

David Bezar_Spotlight_Headshot_Samantha Bezar_7.23

Samantha Bezar

Director of Marketing

Thrive Financial_Matt Murphy Headshot

Matt Murphy

Marketing Specialist

Sascha Keitz

Sascha Keitz

Event Coordinator

Heather Headshots

Heather Elam 

Internal Events Coordinator

Myrna Headshots

Myrna Bezar

Client Liaison

22

Natalie Donegan

First Impressions

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

Thrive Financial_Matt Murphy Headshot

Matt Murphy

Marketing Specialist

Sascha Keitz

Sascha Keitz

Event Coordinator

Heather Headshots

Heather Elam 

Internal Events Coordinator

Myrna Headshots

Myrna Bezar

Client Liaison

22

Natalie Donegan

First Impressions

David Bezar_Spotlight_Headshot_Rebecca Munz_7.23

Rebecca Munz

First Impressions

Peanut Headshots

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™"

Get started on your retirement journey and be prepared for what comes your way next. Click the button below to schedule a time with our team member Reed Rapine to see how we can help you Thrive today! 

Hours: Tuesday – Friday (9:30 AM – 4:30 PM)

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