Management

  Nicholas L. Gregory, ChFE, CFP^®, CEBA - Managing Partner

Over the past 33 years Mr. Gregory has consulted with attorneys, accountants, and financial services professionals in better serving their clients. He also provides consulting for some of the largest financial services organizations in the world.

He functions as a speaker, writer and consultant in the areas of cash management, risk management, investing, taxation, estate preservation, employee benefits, business succession and retirement planning, as well as business valuation, asset protection, and charitable giving.

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 Financial Planners Association, the Partnership for Philanthropic Planning, the American Council on Gift Annuities and is a Charter Member of the Financial Engineering Institute.

He is proud to have earned the following professional designations:

Certified Estate and Business Analyst         Certified Financial Planner^®

Chartered Financial Engineer

  Jamie L. Meyer, ChFE, CEBS - President

Mr. Meyer has nearly 25 years of experience in various facets of wealth management and planned giving.  He is well versed on a broad spectrum of financial subjects, including cash management, business ownership succession, risk management, investing, estate preservation, employee benefits, taxation, charitable giving, business valuation, and retirement planning.

His initiation into wealth management was with Smith Barney, serving small business owners. He has subsequently held executive management positions with Neuberger Berman, Lincoln Financial, Penn Mutual and Jackson National and, most recently, Phoenix Wealth Management.

Jamie is very active in his community of Palm Harbor, Florida. He is on the Board of Directors of the Greater Palm Harbor YMCA.  He also volunteers for Hospice of the Suncoast as well as the Palm Harbor Chamber of Commerce and is heavily involved with his church.  Jamie received his Bachelors and Masters Degree from Illinois State University and is a Certified Employee Benefits Specialist.

Advisory Board

  George P. Brown, CLU, ChFC, CPhd - CMO of Summit Trust Company

Mr. Brown is a former Philadelphia banking executive. Throughout his career, Mr. Brown has assisted and served on the boards of a number of nonprofit organizations. He has worked with the development officers of charities and their high net worth donor families to establish planned giving programs that suit the estate planning needs of the family and the funding needs of the charitable organization. Additionally, Mr. Brown has created Connective Wealth™, a new advisory network for the delivery of values-based collaborative development services to business owners.  He also formed the Trust Counselors Network for planned giving services. His teams of associates partner with other charitable and financial service providers to deliver trust and estate planning administration, investment management, qualified retirement plan and IRA custodial services for individuals, companies, community banks, law and accounting firms, community foundations and other organizations.

  Joseph F. Bartholomew, CLU - President of MBP Insurance Services, Inc.

Mr. Bartholomew has over 40 years of dedicated experience in various facets of life insurance, wealth management and planned giving; both domestically and internationally.  Joe is well versed on a broad spectrum of financial subjects, including cash management, business ownership succession, risk management, investing, estate preservation, employee benefits, taxation, charitable giving, business valuation, and retirement planning.

As a USMC veteran, he is heavily involved in the charitable initiatives of the American Legion as well as the Knights of Columbus.

Joe has served as CEO, President, Vice President and Chief Marketing Officer of several of the largest financial services organizations in the world. In his last major corporate position, he served as Vice President and Director of Agencies with Mutual of Omaha. He holds the professional designation, Chartered Life Underwriter (CLU), from the American College.

  Chris Renfrow, CPA, CFE - President & CEO of CharityWorks

Chris Renfrow founded CharityWorks in 1996 to foster innovative philanthropy. With over 20 years of administrative and financial management experience in the nonprofit industry, Chris Renfrow strongly believes creating social value means pooling resources from three markets to create a unified program that addresses a common objective.

Which three markets? Donors, Vendors, and Nonprofits. The common objective? To establish sound, strategic alliances to support charitable causes. The vehicle he developed to fulfill this objective is CharityWorks' Charitable Alliance Network (CAN) Program, and Common Ground.

  R. Wayne Hurst, CLU - President of Hurst and Associates

For more than thirty five years, Wayne Hurst has dedicated himself to the development of strategies designed to improve and maintain the financial success of his clients. His extensive background within the financial services business has enabled him to serve individuals and businesses in a broad array of financial matters. His capabilities include wealth and financial planning, planned giving, estate planning, equity management and insurance planning. Prior to establishing Hurst and Associates, Wayne held executive management positions for several large insurance companies, including New York Life and the Principal Financial Group.

His background includes education and athletic achievements at East Carolina University (Football and Crew teams). He also holds the professional designation, Chartered Life Underwriter (CLU), from The American College and has completed extensive course work in estate planning and pension, equity management, business succession planning and planned giving. Mr. Hurst and his family have devoted many years to community involvement and charitable giving in Southwest Ohio.