Drive Planning: Detailed Company Information & Corporate Profile
Summary
Drive Planning is a finance‑focused consulting firm headquartered in Alpharetta, Georgia, established in 2015. With a dedicated team of 10 to 50 professionals, the company offers tailored services that combine financial planning and relationship development to support clients across various sectors.
Its suite of specialties spans traditional financial planning, marketing strategy, health‑related goal setting, as well as specialized dental practice solutions—including sales advisory and comprehensive financial management for dental practices.
The leadership roster features CEO Todd Burkhalter, alongside seasoned experts such as Pablo, Cynthia Kerstiens, Jeff Black, Gerardo Linarducci, Dewayne Tolbert, and tax strategist Susie Duke, who collectively drive strategic growth and client success.
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| Drive Planning Headquarters Address | 8000 Avalon Blvd, Alpharetta, Georgia, 30009 US |
| Company Size | 10-50 employees |
| Specialities & Services | Financial Planning, Relationship Development, Marketing, Health Related Goal Setting, Dental Practice Sales, Dental Practice Financial Management |
| Founded | 2015 |
| Updated: | 2026-10-14 |
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Workforce Turnover
Length of Employment
Drive Planning's workforce includes employees across a wide range of tenure levels.
13% have been with the company for 1 to 2 years38% have been with the company for 3 to 4 years25% have been with the company for 5 to 7 years25% have been with the company for more than 11 years
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Drive Planning Corporate Information: FAQ
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