Our Team

Meet the professionals who can help you grow your wealth — and thrive in retirement.

Founders

12

David Bezar

Senior Managing Director

11

Bret Elam

Managing Partner

Karen Headsshot

Karen Bezar

Managing Partner

Founders

12

David Bezar

Senior Managing Director

11

Bret Elam

Managing Partner

Karen Headsshot

Karen Bezar

Managing Partner

Meet Our Team

Meet Our Team

FINANCIAL Professionals

14

Jeff Walker, CRC®

Financial Planner

Erik

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

5

Mandy S. Snider, ChFC®

Financial Planner

George New

George Cressman, Jr., PE Colonel (Ret)

Business Development Specialist

24

Stacey Cohen

Financial Planner

Reed Rapine

Reed Rapine

Sales Development Representative

Stroud Hellebusch

Stroud Hellebusch

Financial Planner

FINANCIAL Professionals

14

Jeff Walker, CRC®

Financial Planner

Erik

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

5

Mandy S. Snider, ChFC®

Financial Planner

George New

George Cressman, Jr., PE Colonel (Ret)

Business Development Specialist

24

Stacey Cohen

Financial Planner

Reed Rapine

Reed Rapine

Sales Development Representative

Stroud Hellebusch

Stroud Hellebusch

Financial Planner

Operations Department

23

Christopher Bak, CRPC®

Chief Compliance Officer

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

Lisa Transparent Headshot

Lisa Forte

Client Service Specialist

Beth DeMalavez Headshot

Beth DeMalavez

Client Service Specialist

Operations Department

23

Christopher Bak, CRPC®

Chief Compliance Officer

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

Lisa Transparent Headshot

Lisa Forte

Client Service Specialist

Beth DeMalavez Headshot

Beth DeMalavez

Client Service Specialist

Marketing & Events Team

20

Samantha Bezar

Director of Marketing

Thrive Financial_Matt Murphy Headshot

Matt Murphy

Marketing Specialist

9

Audrey Teague

Senior Marketing Associate

Sascha Keitz

Sascha Keitz

Marketing and Events Associate

Heather Headshots

Heather Elam 

Seminar Coordinator

Peanut Headshots

Peanut

Security, Marketing Associate

22

Natalie Donegan

Office Manager & Scheduler

Rebecca Munz

Rebecca Munz

Office Coordinator

Myrna Headshots

Myrna Bezar

Client Liaison

Marketing & Events Team

20

Samantha Bezar

Director of Marketing

Thrive Financial_Matt Murphy Headshot

Matt Murphy

Marketing Specialist

9

Audrey Teague

Senior Marketing Associate

Sascha Keitz

Sascha Keitz

Marketing and Events Associate

Heather Headshots

Heather Elam 

Seminar Coordinator

22

Natalie Donegan

Office Manager & Scheduler

Rebecca Munz

Rebecca Munz

Office Coordinator

Myrna Headshots

Myrna Bezar

Client Liaison

Peanut Headshots

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.

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