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