What makes us so great are

the people who run this firm.


Our team here at WealthDrive is constantly growing and we come from all different walks of life. Listed below are the department heads. 

Dr. Karla Loebick


Dr. Karla Loebick has a long history of technological development and software analysis having spent the last decade of her professional career in the FinTech space.

Matthew Stellwagon


Mr. Stellwagon is the driving force behind the WealthDrive executive team. With a plethora of knowledge in the technology space his guidance, wisdom and work product help WealthDrive accelerate towards the future.

Claude M. Royal

CEO - Owner

Mr. Royal is the prinicpal owner of WealthDrive and serves as CEO to help steer the firm in a sustainable growth pattern.

Christopher Royal

Head of Sales

Christopher built a very successful business going business to business in the late 1990's. With this type of sales experience garnered from practice, repetition, and trial and error our sales departments run like a well-oiled machine.

Virginia Howell


Virginia served as CFO of a well-established and exclusive country club for over 20 years before coming to serve in the accounting department of WealthDrive. Not only does she bring an abundance of knowledge with her leadership but also a work ethic second to none.

Brian Mason

Head of Implementation

Brian has worked for some of the premier investment houses on WallStreet. Now Brian helps firms implement our field-tested business improvement strategies to maximize revenue and reduce costs. Whether giving seminars or initiating a marketing plan Brian can take it from A to Z.

CRM 360

Together we can enhance your ability to provide customized service at scale.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Manage & Rebalance

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Firm Timeline

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.


Learn about why we exist and who we are as a firm.


Capture, connect and close new business faster.


Attract the right type of prospects and engage with them.

Revenue Maximizer

Maximize all the possible revenue streams for your business.

Data Migration

Let WealthDrive do the heavy lifting with data migration.


Allow us to take a deep dive into your practice and provide guidance.

Watch Lists

Find investments quickly that make good sense.