Solution-oriented and client-driven, Bret brings over 20 years of 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 has allowed him to develop as an advisor and the services he provides to clients.
Bret is a financial professional who can offer investment and insurance products and services. He has a Bachelor of Science in mathematical economics from Wake Forest University. Bret’s professional background pairs with his experience as both husband, to his wife Heather, and father of their three children — Nate, Nora, and Davis — bringing a “family first” approach to a successful retirement.
For Bret, client advocacy begins with educational outreach. As co-author of the #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind,” he joins partners David and Karen Bezar each week to broadcast the “Thrive Retirement Roadmap” podcast to thousands of listeners both live and online via iTunes and Google Play.
Solution-oriented and client-driven, Bret brings over 20 years of 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 has allowed him to develop as an advisor and the services he provides to clients.
Bret is a financial professional who can offer investment and insurance products and services. He has a Bachelor of Science in mathematical economics from Wake Forest University. Bret’s professional background pairs with his experience as both husband, to his wife Heather, and father of their three children — Nate, Nora, and Davis — bringing a “family first” approach to a successful retirement.
For Bret, client advocacy begins with educational outreach. As co-author of the #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind,” he joins partners David and Karen Bezar each week to broadcast the “Thrive Retirement Roadmap” podcast to thousands of listeners both live and online via iTunes and Google Play.