Our Mastermind Group

"Dedicated to the relentless pursuit of innovation within the financial services and non-profit communities"

 

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.


Brad West — Chief Operating Officer at Alternative Investment Exchange (AIX)
As COO of AIX, Brad arbitrates possibility and change across the alternative investments arena. His role is to help firms and advisors see the benefits of authentic data and process connectivity, understand why it matters and realize their true potential for growth. The reward is helping every AIX partner become stronger, and more vital by creating a connected ecosystem for alternatives, for the first time in history. With stints as Chief Information Officer at FS Investments and President and CEO of BankersEdge, he has made a career of leveraging technology to re-engineer and restructure businesses to enable commercial product strategies, streamline operations, and drive scale and profitability.

Jeff Ahola — CEO of Ahola HR Solutions and Payroll
Jeff holds the primary responsibility for charting the strategic direction of the company his parents founded over 50 years ago, while fulfilling its mission to help other family businesses succeed. Under Jeff’s leadership, the company has secured its marketplace position as a top provider of family-focused payroll and human capital management systems. Jeff has a keen interest in family enterprises, a passion going back in the early 1980s when he attended family business study groups, led by the late Dr. Léon A. Danco, considered the founder of this field. Jeff himself led retreats for the former National Center for Family Business. More recently, he participated in the award-winning, internationally accredited executive MBA program for Families in Business at Kennesaw State University. He has also earned the Family Business Advisor Certification from the Galliard Family Business Advisor Institute. In addition Jeff has collaborated with CRAIN’S Cleveland Business to create a Family Business Forum, webinar series, and a newsletter called Family Company. He holds professional affiliations with the Family Firm Institute, Family Enterprise USA, and Attorneys for Family-Held Enterprises. Jeff holds a bachelor’s in Marketing and Computer Information Systems from The Ohio State University and an MBA in Finance from Pepperdine University.

Andrew Hamill, CLU, ChFC, CLTC, LTCP — Chief Marketing Officer of Breeze
With a passion for protecting American families and making the process of getting disability income, critical illness and other much needed coverage faster and easier, Andrew proudly leads the distribution expansion and strategy at Breeze. Andrew has deep industry knowledge, a wealth of experience and is passionate about the mission. Prior to joining Breeze, Andrew lead the brokerage distribution and strategy for Legal & General America. He previously held various distribution leadership roles at BSMG, leading their Institutional Markets growth strategy. He was also with the Genworth Financial’s Life Brokerage Division as Senior Vice President, Producer Group Channel Leader. Andrew currently serves as a Board Member of the NAILBA Charitable Foundation with previous roles on the Board of the Society of Financial Services Professionals. Andrew attended Penn State University and graduated with a Bachelors of Science in Economics with a minor in Business Administration.

Robert Merl — National Business Resource Network Director at BDO USA
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.

Brian Gezella — Co-Founder and CEO of Learn Your Worklife
Learn Your Worklife is a video-first benefits education and engagement platform for any size organization. The LYW team produces exciting digital web and mobile content and solutions specifically for the employer market thru Benefits Advisors; allowing Advisors and their employer clients to provide innovated web and mobile education and engagement at an affordable price. Prior to founding LYW, Brian filled roles of CFO, COO and strategist consultant for multiple startup technology companies and businesses. As a Certified Public Accountant, Brain has also filled diverse roles in public accounting, consulting, technology, and organizational development as well. He holds an Accounting Degree from Minnesota University – The Carlson School of Management.