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
CEO / FOUNDER
David Bradford
COO - Financial Strategist
Michael Woodford
Managing Partner
Matt Daniel
Financial Consultant
Julie Edwards
Director Of Member Services
Sadie McGhee
Marketing
Jay Grubb
Tax Strategist
Dustin Shively CPA
CPA
Sabrina Lin
Marketing
Dan Rooney
Tax Strategist
Ciera Wallace
Financial Consultant
Kemp Greene
Property, Casualty and Liability Insurance Specialist
Angie Mannino
Member Services
Fadi Malouf
Financial Wellness Consultant
Luis Delgado
Drive Media
Hayward Lampley
Consultant
Dewayne Tolbert
Consultant
Chris Quintana
Estate Planning