There are no secrets to success. It is the result of preparation, hard work and learning from failure.

- Colin Powell
Who Are We?

MEET OUR TEAM

We Are Proud To Serve and Guide Our Members
Todd-Burkhalter-CSA

Todd Burkhalter

CEO / FOUNDER
David-Bradford

David Bradford

COO - Financial Strategist
Michael-Woodford

Michael Woodford

Managing Partner
Anthony-Ornella

Anthony Ornella

Regional Director
Julie-Edwards

Julie Edwards

Director Of Member Services
John-Stoj

John Stoj

Financial Consultant
Jay-Grubb

Jay Grubb

Tax Strategist
Alexis Harden

Alexis Harden

Financial Consultant
Sabrina-Lin

Sabrina Lin

Marketing
Dan-Rooney

Dan Rooney

Tax Strategist
Ciera-Wallace

Ciera Wallace

Financial Consultant
Matt Daniel

Matt Daniel

Financial Consultant
Angie-Mannino

Angie Mannino

Member Services
Fadi Malouf

Fadi Malouf

Financial Wellness Consultant
Luis Delgado

Luis Delgado

Drive Media
Dustin-Shively-CPA

Dustin Shively CPA

CPA
Kemp-Greene

Kemp Greene

Property, Casualty and Liability Insurance Specialist