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