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

– Colin Powell

Who Are We?


We Are Proud To Serve and Guide Our Members
Todd Burkhalter


David Bradford

COO – Financial Strategist

James Thomasson

President – Drive Tax and Accounting

Gerry Linarducci

Managing Partner / Financial Strategist – Indianapolis

Michael Woodford

Managing Partner

Terry Holman

Senior Consultant

Matt Daniel

Financial Consultant

Julie Edwards

Chief Administration Officer

Jacqueline Burkhalter

President Real Estate Division

Sadie McGhee

Vice President – Property Management

Joe Maniaci

Advanced Tax Planning Partner

Jay Grubb

Tax Strategist

Dustin Shively


Dan Rooney

Tax Strategist

Ciera Wallace

Financial Consultant

Kemp Greene

Property, Casualty and Liability Insurance Specialist

Fadi Malouf

Financial Wellness Consultant

Luis Delgado

Drive Media

Liz Nieder

Investment Support

Kara Wejroch


Chris Quintana

Financial Consultant

Susie Duke

Financial Consultant

Monica Perez

Financial Consultant

AJ Shanklin

Financial Consultant

Brady Kickhaefer

Consultant Recruiting

Everett Stull


Juliana Mejia


Ben Landua

Financial Dashboard Support

Stephan Bosse

Financial Strategist – Boston/New Hampshire

Kettler Bosse

Financial Strategist – Boston/New Hampshire

Jeff Black

Financial Consultant – Houston, Texas

Cynthia Kerstiens

Reverse Mortgage Specialist

John Williamson

Financial / Real Estate Consultant – Nashville

Lorenzo Linarducci

Investor Services – Indianapolis

Aimee Spencer

Financial Strategist

Jeremy Bradshaw

Financial Strategist