Board Of Trustees
Nicholas L. Gregory, ChFE , CEBA, ChCCA - CEO of The Financial Engineering Institute
Nicholas L. Gregory is also President and CEO of The Financial Engineering Institute, LLC; the governing body and grantor of the professional designation, Chartered Financial Engineer. He is dedicated to providing quality financial education, training, marketing, coaching and advanced case design for the financial services, accounting, legal and non-profit communities. Mr. Gregory is also President of The Charitable Capital Design Center, LLC, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities. In 2020, his firm’s 34 licensed offices across the country and over 4,700 participated financial advisors, accountants and attorneys were directly involved in more than $1.8 billion in planned gifts; benefiting both their clients and over 400 selected nonprofits. Nick, his son, Kyle, and several other entrepreneurial philanthropists are using their past experiences and successes to make our organization the number one resource for giving in the Nation.
Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Partnership for Philanthropic Planning and The Financial Engineering Institute.
Kyle C. Gregory, ChCCA - CEO of Give Back Nation
Before Give Back Nation, Kyle held management positions with UPS, Lowes and The Bank of New York Mellon. From 2006, using his vast array of management experience and dedication to “giving back”, Kyle, his father, Nick, and several other entrepreneurial philanthropists spent more than five years in planning the launch of Give Back Nation. In 2016, he founded COMPETE Nation, providing opportunities for those with a passion to COMPETE and give back.
Kyle’s mission is to help great causes expand their impact while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida and is a member of The Charitable Capital Institute.
John A. balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client’s core values. He delivers workshops across the nation for estate planning attorneys and financial planners. He facilitates family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. Prior to launching his own business, John A. was a partner in the Denver office of Holme Roberts & Owen LLP for almost eleven years after practicing in Nevada and Wyoming previously. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors
Jeff Bae, JD, CVA — Managing Director of Valuation Services
Jeff provides valuation consulting services for business owners, attorneys, accountants, and other professional services providers, for gift and estate tax reporting, income tax reporting, reorganizations, buy/sell agreements, marital dissolution, litigation support, IRC §409A (deferred compensation), financial reporting (i.e., ASC 805/350 and SFAS 123R), ESOPs, and financing purposes.
Jeff began his career at PricewaterhouseCoopers in their National Tax Office. As an international tax associate, he advised multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop optimal tax strategies. Jeff’s main expertise is in the valuation of ownership interests in operating businesses and closely-held, private entities that own real properties, marketable securities, and other income-producing assets. He is an active member of national and local professional organizations and frequently travels to Florida to manage VSI’s Miami office. Jeff has been involved in over 6,000 valuation engagements.
Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA — Shareholder of Sirote and Permutt, PC
Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.
Keith Gregg — CEO and Founder of Chalice Financial Network
Keith is Founder and Chief Executive Officer of San Diego-based Chalice Network, a member benefit organization for independent wealth advisors that delivers a fully integrated suite of technology tools, products, and services through a single sign-on shared services technology platform – Chalice Advisor Exchange™. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.
Derek Craig, MBA, CPIM, LSC, CSSGB — Vice President of Global Supply Chain of Emerson Process Management
Derek has years of Fortune 500 experience in the Shipping, Logistics and Manufacturing industries at UPS, SPX Corporation and Emerson. His successes in Operations Management, Lean Enterprise implementation and Operational Improvements have taken him across the globe; resulting in millions of dollars of hard savings for his companies. Derek holds certifications in Lean, Six Sigma, and Production and Inventory Management (CPIM). Mr. Craig holds an Industrial Engineering Degree from the University of Central Florida and a Masters of Business Administration from Arizona State University.
Joel Thomas — President of Stratos Jet Charters
Joel Thomas is the Founder and President of Stratos Jet Charters. Stratos Jet Charters has grown into one of the nation's most respected air charter agencies. He has served on the board of the Air Charter Association of North America as President, as Vice President and is the current Chairman. Mr. Thomas has been called on repeatedly to represent the air charter brokerage industry, from ACANA panel discussions to speaking at several key events. Joel has also contributed to numerous articles that have been published by the Air Charter Journal, NATA’s Aviation Business Magazine, Business Jet Traveler and the Gallery Magazine.