Nicholas L. Gregory, ChFE, CEBA, CFP®

President and Managing Member

 

Nicholas L. Gregory is President and Managing Member of both The Financial Engineering Institute, LLC and The Financial Engineering Alliance, LLC. Mr. Gregory has over 33 years of dedicated experience to assist him in serving financial services professionals across the country through his firm’s financial engineering processTM.

 

Mr. Gregory consults with attorneys, accountants and other financial professionals and organizations in better serving their clients. He functions as a speaker, writer and consultant in the areas of cash management, risk management, investment, taxation, estate preservation, employee benefit, business succession and retirement planning, as well as business valuation, asset protection and charitable giving.  He received a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance in 1972.

 

He is a member of the Financial Planners Association, The National Committee on Planned Giving, The Partnership for Philanthropic Planning and is a Charter Member of The National Executive Institute.

 

Mr. Gregory is proud to have earned the following professional designations:

 

 

Certified Estate and Business Analyst       Certified Financial Planner®

 

Chartered Financial Engineer

 

Robert J. Lindner, ChFE, ChFC®, CFS, CFP®, AAMS

Vice President and Member  

 

Lindner’s career spans over 26 years, encompassing an in depth knowledge of asset and risk management. Lindner earned his undergraduate degree from Mercer University and a Masters Degree in Financial Services from the American College. He earned his Accredited Investment Fiduciary(TM) professional designation, awarded by the Center for Fiduciary Studies, Katz Graduate School of Business at the University of Pittsburgh. Lindner has designed and conducted seminars concerning personal and business planning, risk management, and asset allocation theory at the graduate school level. He was formerly associated with Oglethorpe University as an adjunct instructor.