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.
With a Bachelor of Science in Mathematical Economics from Wake Forest University, he has passed the NASAA Series 65 securities exams and is licensed in health and life insurance in multiple states. 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" program on WPHT 1210AM to thousands of listeners both live and online via iTunes and Google Play.