Bringing families and their businesses together
Nicholas Gregory, ChWE, CEBA, ChCCA, ChFWA — Founder, Managing Partner and CEO Having founded a firm called The Financial Engineering Institute back in 1996, Mr. Gregory and his colleagues utilized the Institute’s WealthEngineeringTM Platform and a plethora of other resources to engineer The Family Business Hub and The EBenefits Hub as an ecosystem for businesses. They are gathering places for Businesses to peruse a carefully selected Hub of Alliance Advisors and a categorized portfolio of ExpertSourcing Firms. Businesses create their FWH Dashboards to access the expert sourcing firms and the Family Knowledge Center coupled with Regional Chapters and synchronized with discreet peer-to-peer Forums and dynamic regional and national Conferences. Nick is dedicated to providing quality education, training coaching and advanced strategies for families of wealth and their advisors. He is also President and Managing Director of The Charitable Capital Design Center, 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. In addition, Nick and his colleagues have developed Give Back Nation, a non-profit, national community foundation to create even bigger waves of giving across the nation. He is also Founder and CEO of The Family Business Hub, a national association of family businesses. Over the past 40 years Mr. Gregory has consulted with attorneys, accountants, and financial services professionals in better serving their high net worth families and businesses. 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 International Institute of Financial Engineering, The Charitable Capital Advisory Institute and is Chairman of the Board of Trustees of Give Back Nation. Kyle C. Gregory, ChCCA — Chief Operations Officer 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. Marc L. Blevens, MHP — Chief Marketing Officer Marc heads up all of our marketing activities within each of our regional divisions on a national basis. He coordinates with our benefit advisors and brokers and key national partners as well as our product and service providers. Marc has over 30 years of experience in sales management, business development, broker relations and development, and strategic marketing in group insurance, employee benefits and benefits technology. He has been VP of Sales for a regional TPA, regional sales manager for BCBS of Texas, Director of Strategic Marketing for a national behavioral health company and EVP of Business Development for a benefits technology company. He is a graduate of Indiana State University and has earned the Managed Healthcare Professional (MHP) designation from America’s Health Insurance Plans (AHIP). Adam Weston — Chief Technology Officer Adam coordinates all website development and maintenance as well as all of the other technology needs of the various entities that make up our Wealth Engineering Family of Companies. Adam is also founder and CEO of Westech.
