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.
Michelle Diamond — Chief Development Officer of Cumberland Trust
Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. Early on, she developed the Special Needs Trust group, now a part of Distinctive Care, serving the needs of client family members with disabilities. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Currently, Michelle manages the business development team, who work in Cumberland Trust’s headquarters and in each of its regional offices. She is responsible for overseeing the development team and its new trust opportunities. Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee . Michelle holds a B.A. in Business Administration from Hanover College and is a Certified Trust and Financial Advisor and is a graduate of Cannon Trust School.
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.
Mitch Morrison — CEO and Founder of Eyeballs Financial,LLC
Over the past 43 years Mitch has held executive positions with companies such as E.F. Hutton, Allmerica Financial, Travelers Portfolio Group, Smith Barney, Morgan Stanley, Financial West Group and FourStar Wealth Advisors. Mr. Morrison was the past president of Financial West Group with over $4 billion in assets under management and over 100,000 investment accounts. Mitchell is the founder of Financial Literacy Project, a non-profit, tax-exempt organization dedicated to classroom instruction of high school and college students. He is also the author of four books which reflect his education and career. During the “cold war years,” Mitchell was employed by the Federal Bureau of Investigation stationed in Washington D.C. and New York City. He worked in the area of foreign counter intelligence and counter espionage. He also formed and operated “World Trade Center Miracles Foundation” and “Americas Ride” appearing on “Good Morning America”, ABC, CNN, NBC, and CBS. He has organized national fund-raising efforts for both 9/11 World Trade Center relief and Hurricane Katrina disaster relief. He is a graduate of University of Southern California, School of Journalism and George Washington University, Masters Forensic Science.
Matt Morris — CEO at EncorEstate Plans
Matt’s career has been a series of entrepreneurial endeavors. A few years after the financial crisis, Matt pivoted into a role as a financial advisor and discovered a brand new fintech tool called Riskalyze. That discovery launched a transition into becoming the first sales hire at the startup technology firm and as Vice President of Sales, Matt built the process, strategy and sales organization from a start-up into a dominant industry leader. Ready for a new early-stage endeavor, Matt saw the desire advisors had to expand their holistic planning capabilities and the need for a high-quality estate planning partner. He joined Helios Integrated Planning and began building again a game-changing fintech solution for advisors. At the end of 2021, EncorEstate Plans was launched from Helios with its team intact where Matt took on the CEO role to lead the firm in its next phase of development and growth.