Founders
David Bezar
Senior Managing Partner
Karen Bezar
Managing Partner
Bret Elam
Managing Partner
David Bezar
Senior Managing Partner
Karen Bezar
Managing Partner
Bret Elam
Managing Partner
Meet Our Team
FINANCIAL Professionals
Jeff Walker, CRC®
Financial Advisor
Andrew Stephens
Financial Advisor
Randi Leese
Financial Advisor
Jordan Cohen
Financial Advisor
Dave Badecki
Financial Advisor
Christian Abraham
Relationship Advisor
Stacey Cohen
Relationship Advisor
Matt Harrison
Financial Advisor
Christopher Bak, CRPC
Relationship Advisor
FINANCIAL Professionals
Jeff Walker, CRC®
Financial Advisor
Andrew Stephens
Financial Advisor
Randi Leese
Financial Advisor
Jordan Cohen
Financial Advisor
Dave Badecki
Financial Advisor
Christian Abraham
Relationship Advisor
Matt Harrison
Financial Advisor
Stacey Cohen
Relationship Advisor
Christopher Bak, CRPC®
Relationship Advisor
Operations Department
Brittany Hodge
Director of Client Services
Becky Stronger
Operations Specialist
Beth DeMalavez
Client Service Specialist
Jake Weiner
Financial Planning Associate
Joe Fitzpatrick
Financial Planning Associate
Operations Department
Brittany Hodge
Director of Client Services
Becky Stronger
Operations Specialist
Beth DeMalavez
Client Service Specialist
Jake Weiner
Financial Planning Associate
Joe Fitzpatrick
Financial Planning Associate
Client Relationship Cooridnators
Gabriela Corado
Client Relationship Coordinator
Lisa Ranaglia
Client Relationship Coordinator
Stephanie Szylejko
Client Relationship Coordinator
Client Relationship Cooridnators
Gabriela Corado
Client Relationship Coordinator
Lisa Ranaglia
Client Relationship Coordinator
Stephanie Szylejko
Client Relationship Coordinator
Marketing & Events Team
Samantha Bezar
Director of Marketing
Matt Murphy
Marketing Manager
Sascha Keitz
Event Coordinator
Heather Elam
Internal Events Coordinator
Myrna Bezar
Client Liaison
Rebecca Munz
First Impressions
Peanut Butter
Security
Marketing & Events Team
Samantha Bezar
Director of Marketing
Matt Murphy
Marketing Manager
Sascha Keitz
Event Coordinator
Heather Elam
Internal Events Coordinator
Myrna Bezar
Client Liaison
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)