Our 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.
William Hortz — Founder and Dean of The Institute for Innovation Development
Bill Hortz is an independent business consultant and Founder/Dean of the Institute for Innovation Development- a financial services business innovation platform and network. With over 30 years of experience in the financial services industry including expertise in sales/marketing/branding of asset management firms, as well as, creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms, including OppenheimerFunds, Neuberger&Berman and Templeton Funds Distributors. His wide ranging experiences have led Bill to a strong belief, passion and advocation for strategic thinking, innovation creation and strategic account management as the nexus of business skills needed to address a business environment challenged by an accelerating rate of change.
Gregory E. Crawford, TEP, CFP — President of Alliance Trust Company of Nevada
Greg develops strategy, drives growth, and oversees operations. For two decades, Greg has designed and implemented asset management and asset protection plans for multi-generational families in the United States and abroad for some of the largest institutions in the world. This work involves comprehensive financial planning, portfolio design, business entity structure strategy, and sophisticated estate planning techniques. Greg is a regular speaker on the benefits and advantages of Nevada trust situs at law school conferences around the country. Greg holds a Bachelor of Arts from the University of California, Davis, and a Master of Health Administration from the University of Minnesota. Mr. Crawford has been quoted in publications such as The Wall Street Journal, The New York Times, The Financial Times of London, and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight.
Jeffrey Feld, CPA — Principal of Alliance Pension Consultants, LLC
Jeff and his partners guide the firm's growth through insightful understanding of client needs and how to attend to them. Jeff has served on the Employee Benefits Committee of the Illinois CPA Society for over ten years and is also an Associate Professional Member of the American Society of Pension Actuaries. He serves on the National Advisory Board of Charles Schwab as well. He frequently speaks at professional seminars and writes articles focusing on 401(k) issues, fee disclosure and other benefit plan topics. Jeff has conducted seminars for various chapters of the Illinois CPA Society, the American Society of Pension Actuaries and the Chicago Bar Association. Jeff attended Northern Illinois University and graduated with a B.S. degree in Accounting.
James Sekel — Senior Vice President of Private Banking at TriState Capital Bank
In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University.
Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA — Shareholder of Sirote and Permutt, PC
Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.