Karen Bezar is a graduate of Gwynedd-Mercy College and always knew her career path would involve working with and helping people. Although she started out in the medical field, she eventually chose a different path — the financial service industry and has been here ever since.
Solution-oriented and client-driven, Bret brings over 20 years of award-winning experience to a diverse clientele across the Delaware Valley. Prior to founding Thrive in 2011, Bret spent over 10 years in banking. Bret's steadfast commitment to the communities which he serves earned him recognition for winning spirit, overall client satisfaction, and unmatched customer service and advice.
Being a serial entrepreneur, David’s forte has been his ability to recognize opportunities for innovation and improvement within the financial services space. Most recently, David identified a real need that does help baby boomers navigate retirement successfully. Retirees and Pre-retirees are looking for a trusted fiduciary, a central resource to answer their questions and guide them with the attitude of a steward during the retirement income stage of life.
IN-PERSON or VIRTUAL! We can meet with zero obligations on your part.
If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.