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.