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

Gerry Linarducci

Managing Partner / Financial Strategist – Indianapolis

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

Vice President – Property Management

Jay Grubb

Tax Strategist

Dustin Shively

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

Juliana Mejia

Consultant

Brieasha Hobbs

Investor Support

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