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
- Indiana
- georgia
- nationwide
GERRY LINARDUCCI
Managing Partner/Financial Strategist
JACQUELINE BURKHALTER
President Real Estate Division
julie-edwards
LORENZO LINARDUCCI
Investor Services
Jay Grubb
Tax Strategist
KARA WEJROCH
Recruiter
JAMES THOMASSON
President Drive Tax and Accounting
MICHAEL WOODFORD
Managing Partner
MATT DANIEL
Financial Consultant
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 MACE
Investment Support
CHRIS QUINTANA
Financial Consultant
Monica Perez
Financial Consultant
Ketler Bosse
Financial Strategist
Juliana Mejia
Financial Consultant
AJ Shaklin
Financial Consultant
Stephane Bosse
Financial Strategist
DUSTIN SHIVELY
CPA
JOHN WILLIAMSON
Financial/Real Estate Consultant
ALLIE WALSH
Consultant Support
BRIAN NATES
Financial Consultant
DAVID HOUSER
Financial Consultant
JEFFREY HOWARD
Financial Consultant
NATE SCHIRO
Financial Consultant
