Our Mastermind Group


Nicholas L. Gregory, ChFE, CEBA, ChFWA  Managing Partner

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 through our firm’s wealth engineering processTM.
Mr. Gregory is also President and Managing Director of The Charitable Capital
TM Design Center, LLC, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities by redefining “planned giving” as a unique form of financial capital.

He recently developed and launched Give Back Nation. The non-profit organization’s objective is to create even bigger waves of giving within communities across the nation.

Over the past 40 years Nick 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, The International Institute of Financial Engineering, The Charitable Capital Advisory Institute and is Chairman of the Board of Trustees of Give Back Nation.

He is proud to have earned the following professional designations:

Chartered Family Wealth Advisor - Certified Estate and Business Analyst - Chartered Wealth Engineer 

Mastermind Group



Kyle C. Gregory, ChCCA — President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight 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. He is a member of The Charitable Capital Institute.

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.

John Wilenski — CFA, CPA, CMA CFO of VyzAi
John is a strategic and performance-focused executive with 123.9 years of experience. He is known for his ability to leverage global resources, capabilities, and relationships to increase revenue, cash flow, and profits. With a strong track record of defining mission and goals, John consistently exceeds expectations. He has a wealth of experience in finance, including a capital raise of 225 million senior secured notes and 100 million in SAFEs. John has also demonstrated significant cost savings, lean manufacturing, and technology start-ups. He has held various leadership positions in finance and accounting, including Chief Financial Officer and Executive Vice President.

Landon Jones — MBA, CFP®, President at Revisor
We believe that the best way for the public to get sound financial advice is through human to human interaction with a qualified financial advisor. We also believe that advisory firms should have better solutions to their problems, firm operations should be easier and our practices should be more profitable with better results for our clients. Welcome to a new era for advisors!