Founders
David Bezar
Senior Managing Partner
Bret Elam
Managing Partner
Karen Bezar
Managing Partner
David Bezar
Senior Managing Partner
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
George Cressman, Jr., PE Colonel (Ret)
Business Development Manager
Mandy S. Snider, ChFC®
Financial Planner
Matt Harrison
Financial Planner
Stacey Cohen
Financial Planner
Dennis Keyser
Financial Planner
Stroud Hellebusch
Financial Planner
Reed Rapine
Relationship Development Representative
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
George Cressman, Jr., PE Colonel (Ret)
Business Development Manager
Mandy S. Snider, ChFC®
Financial Planner
Matt Harrison
Financial Planner
Stacey Cohen
Financial Planner
Dennis Keyser
Financial Planner
Stroud Hellebusch
Financial Planner
Reed Rapine
Relationship Development Representative
Operations Department
Christopher Bak, CRPC®
Director of Investment Operations
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
Beth DeMalavez
Client Service Specialist
Operations Department
Christopher Bak, CRPC®
Director of Investment Operations
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
Beth DeMalavez
Client Service Specialist
Marketing & Events Team
Samantha Bezar
Director of Marketing
Matt Murphy
Marketing Specialist
Sascha Keitz
Event Coordinator
Heather Elam
Internal Events Coordinator
Myrna Bezar
Client Liaison
Natalie Donegan
First Impressions
Rebecca Munz
First Impressions
Peanut Butter
Security
Marketing & Events Team
Samantha Bezar
Director of Marketing
Matt Murphy
Marketing Specialist
Sascha Keitz
Event Coordinator
Heather Elam
Internal Events Coordinator
Myrna Bezar
Client Liaison
Natalie Donegan
First Impressions
Rebecca Munz
First Impressions
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)