Having founded The Wealth Engineering Institute back in 1996, Mr. Gregory and his colleagues have utilized the Institute’s WealthEngineering ™ Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for families and their businesses and their advisors. In addition to The Wealth Engineering Institute, this consortium of entities includes The Charitable Capital Design Center, The Wealth Engineering Hub, The Family Business Hub and EBenefits Hub. The vast array of services of our Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick and his colleagues have also founded Give Back Nation, a non-profit organization, which functions as a national community foundation to create even bigger waves of giving across the nation. 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 Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
Patrick spent the first 20 years of his career concentrating on holistic wealth management for business owners through CPA Firms. His registered investment advisory firm helped business owners develop diversified success strategies, ownership exit and estate planning and capital sourcing along with non-qualified deferred compensation and qualified employee benefit planning. In 2013 he sold this practice to concentrate on his family’s business ventures; including a regional homeowners insurance company and his family’s charitable foundation. From its headquarters in Orlando Florida, the White family office manages a diversified portfolio of investments, including real estate, healthcare, insurance, banking, technology and hospitality. At the Wealth Engineering Hub, Patrick helps wealth advisors and family office executives plug into the vast resources the Wealth Engineering Family of Companies as well as the WE Expert Sourcing Consortium on a national basis. He serves on the Board of the Lehigh Valley Wrestling Club and is a graduate of Rollins College.
Heading up the sales, marketing and training efforts of WE, Jay uses his 25+ years of experience in the financial services industry to expand and enhance the footprint of the organization. His executive management background within the high-net-worth marketplace includes stints with A G Edwards, UBS, Wells Fargo and Merrill Lynch. His latest endeavors have included executive management and marketing positions with TradingFront, Gravity Investments and Riskalyze. Jay holds a Bachelor of Science Degree from Indiana University, The Kelly School of Business.
Using his management experience, Kyle heads up all of the operations of the various entities that make up our Wealth Engineering Family of Companies. He has held management positions with UPS, Lowes and The Bank of New York Mellon. In addition, Kyle, his father and several other entrepreneurial philanthropists foundered Give Back Nation, a non-profit organization, which functions as a national community foundation that serves other non-profits on a concierge services basis as well as giving Americans and their causes nationally. Kyle received his bachelors degree in Business Management from the University of Central Florida. Kyle is also CEO of Give Back Nation and is a member of The Charitable Capital Advisory Council.
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.