Meet our team
Who we are
Meet our talented and dedicated team members who are guiding and serving our clients across the country.
- All
- Florida
- georgia
- Indiana
- nationwide

David Bradford
COO/Financial Strategist

GERRY LINARDUCCI
Managing Partner/Financial Strategist

CYNTHIA KERSTIENS
Reverse Mortgage Specialist

LORENZO LINARDUCCI
Investor Services

Jay Grubb
Tax Strategist

KARA WEJROCH
Recruiter

JAMES THOMASSON
President Drive Tax and Accounting

MICHAEL WOODFORD
Managing Partner

TERRY HOLMAN
Senior Consultant

MATT DANIEL
Financial Consultant

Julie Edwards
Chief Administration Officer

SADIE MCGHEE
Vice President – Property Management

JOE MANIACI
Advanced Tax Planning Partner

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

CHRIS QUINTANA
Financial Consultant

Susie Duke
Financial Consultant

Monica Perez
Financial Consultant

Ketler Bosse
Financial Strategist

Everett Stull
Consultant

Juliana Mejia
Consultant

JEREMY BRADSHAW
Financial Strategist

Brady Kickaefer
Consultant Recruiting

AJ Shaklin
Financial Consultant

Stephane Bosse
Financial Strategist

DUSTIN SHIVELY
CPA

JOHN WILLIAMSON
Financial/Real Estate Consultant

JEFF BLACK
Financial Consultant

AIMEE SPENCER
Financial Strategist

ALLIE WALSH
Consultant Support