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)