Client Portal

Core Crew

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

PRESIDENT

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

CHIEF TECHNOLOGY OFFICER

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

Accounting

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.

Digital Onboarding

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

Managing & Rebalancing

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.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

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

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.