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

Michael Woodford

Managing Partner
Terry

Terry Holman

Senior Consultant
Matt Daniel

Matt Daniel

Financial Consultant
Julie

Julie Edwards

Chief Administration Officer
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Kelly Romano

CFO - Chief Fun Officer - Drive Experience
Jacqueline

Jacqueline Burkhalter

President Real Estate Division
Sadie McGhee

Sadie McGhee

Marketing
Jay-Grubb

Jay Grubb

Tax Strategist
Dustin-Shively-CPA

Dustin Shively CPA

CPA
Dan-Rooney

Dan Rooney

Tax Strategist
Ciera-Wallace

Ciera Wallace

Financial Consultant
Kemp-Greene 2

Kemp Greene

Property, Casualty and Liability Insurance Specialist
Fadi Malouf

Fadi Malouf

Financial Wellness Consultant
Luis Delgado

Luis Delgado

Drive Media
Dewayne

Dewayne Tolbert

Consultant
Chris

Chris Quintana

Financial Consultant
Susie

Susie Duke

Financial Consultant
Monica

Monica Perez

Financial Consultant
Brady_Kickhaefer-611

Brady Kickhaefer

Consultant Recruiting
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Everett Stull

Consultant
Juliana

Juliana Mejia

Consultant