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
Terry Holman
Senior Consultant
Matt Daniel
Financial Consultant
Julie Edwards
Chief Administration Officer
Kelly Romano
CFO - Chief Fun Officer - Drive Experience
Jacqueline Burkhalter
President Real Estate Division
Sadie McGhee
Marketing
Jay Grubb
Tax Strategist
Dustin Shively CPA
CPA
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
Dewayne Tolbert
Consultant
Chris Quintana
Financial Consultant
Susie Duke
Financial Consultant
Monica Perez
Financial Consultant
Brady Kickhaefer
Consultant Recruiting
Everett Stull
Consultant