Being a serial entrepreneur, David’s forte has been his ability to recognize opportunities for innovation and improvement within the financial services space.

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. Issues related Social Security, Medicare, taxes, LTC, longevity, investment risk management, etc. David decided to focus on that by being first an educator and advocate for the baby boomer community. Additionally, by building a firm around that idea, to support that goal; the trusted authority to those looking for peace of mind in retirement.

Through his leadership, Thrive has grown into a leading retirement income planning and investment specialty firm with 6 financial planners, a staff of 29 and 4 offices. David is a host of the Thrive Retirement Roadmap show on WPHT Talk Radio 1210, educating and bringing light to current events that can affect retirement. He is also the co-author of #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind.” David has been featured in the Wall Street Journal, Kiplinger’s Magazine, Philadelphia Magazine and Suburban Life Magazine as one of the area’s top Financial Advisors as well as one of the top Registered Investment Advisory firms

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.