Experience

Drive Planning

• United States
• Financial Services
• 1 - 100 Employee

• Senior Managing Partner

  • Jul 2022 - Present

  Fishers, Indiana, United States Helping our members increase their Protection, Savings, and Growing of their assets, and bullet proofing their assets, from loss, inflation, and most importantly taxes. With our financial model, and GPS, we now have the capability to better serve you in making the most efficient money decisions, thus you can then Protect, Save, and Grow your assets! Make More, Keep More, Live More!



Ducci University

• Founder Ducci University

  • Mar 2021 - Present

  Fishers, IN Ducci University helps educate people looking for other options in Protecting, saving and growing their wealth. We help people understand how money really works. We teach our clients what they have not been taught in school. Once you have a true understanding money is not math, and math is not money, you can then begin to plan your money decisions in a much more effective and most importantly an efficient way!



Innovative Premier Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jun 2021 - Sep 2022

  Indianapolis, Indiana, United States 27 years of experience in the financial service industry. Having a clear understanding of a clients retirement income wants is so important in the planning process. What I have discovered over the past 27 years. Is retirement income planning, is not the same as retirement savings planning. Most people have some sort of retirement savings plan to help accumulate assets. Most people do not have a retirement income strategy! I have had the opportunity to help hundreds of clients make this… Show more 27 years of experience in the financial service industry. Having a clear understanding of a clients retirement income wants is so important in the planning process. What I have discovered over the past 27 years. Is retirement income planning, is not the same as retirement savings planning. Most people have some sort of retirement savings plan to help accumulate assets. Most people do not have a retirement income strategy! I have had the opportunity to help hundreds of clients make this happen! Show less



Innovative Premier Financial Service IPFS

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jun 2020 - Sep 2022

  Fishers, Indiana, United States Assist and develop new Financial Professionals in becoming affluent with the use of the WBC software.



XXI Advisors

• Spain
• Software Development

• Financial Advisor

  • Dec 2010 - Feb 2020

  Fishers, Indiana Life Style Protection Retirement Income Planning Lifetime Economic Acceleration Process



One America Financial Partners

• Financial Professional

  • 1997 - 2009

  Indianapolis, Indiana Retirement Income Planning, IRA, Roth, 401K, SEP, SIMPLE, 503C, 403B Life Insurance Planning