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-CSA

Todd Burkhalter

CEO / FOUNDER
David-Bradford

David Bradford

COO - Financial Strategist
Michael-Woodford

Michael Woodford

Managing Partner
Anthony Ornella

Anthony Ornella

Regional Director
Julie-Edwards

Julie Edwards

Director Of Member Services
Sadie McGhee

Sadie McGhee

Marketing
Jay-Grubb

Jay Grubb

Tax Strategist
Matt Daniel

Matt Daniel

Financial Consultant
Sabrina-Lin

Sabrina Lin

Marketing
Dan-Rooney

Dan Rooney

Tax Strategist
Ciera-Wallace

Ciera Wallace

Financial Consultant
Dustin-Shively-CPA

Dustin Shively CPA

CPA
Angie-Mannino

Angie Mannino

Member Services
Fadi Malouf

Fadi Malouf

Financial Wellness Consultant
Luis Delgado

Luis Delgado

Drive Media
Kemp-Greene 2

Kemp Greene

Property, Casualty and Liability Insurance Specialist
Dewayne Tolbert

Dewayne Tolbert

Consultant
Christen Ornella

Christen Ornella

Business Strategist
Hayward Lampley

Hayward Lampley

Consultant