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
David Bradford
COO – Financial Strategist
James Thomasson
President – Drive Tax and Accounting
Gerry Linarducci
Managing Partner / Financial Strategist – Indianapolis
Julie Edwards
Chief Administration Officer
Jacqueline Burkhalter
President Real Estate Division
Jay Grubb
Tax Strategist
Dustin Shively
CPA
Dan Rooney
Tax Strategist
Ciera Wallace
Financial Consultant
Liz Nieder
Investment Support
Kara Wejroch
Recruiter
Chris Quintana
Financial Consultant
Susie Duke
Financial Consultant
Monica Perez
Financial Consultant
AJ Shanklin
Financial Consultant
Brady Kickhaefer
Consultant Recruiting
Everett Stull
Consultant
Juliana Mejia
Consultant
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
Jeremy Bradshaw
Financial Strategist