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

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.