Independence,
backed by Chalice

Chalice Network was created by true industry veterans that understand the needs of today’s independent business owner. We are committed to bringing our members value every step of the way and reinventing independence for thousands of business owners nationwide.

What we do

The Strength of We Empowers a Network of Me™

Chalice Network is the destination for independent business owners seeking economies of scale, operational efficiency and enhanced enterprise value.

Our mission is to help our members simplify their lives, increase their earnings and better run their business, while best serving their clients.

Leveraging economies of scale of 55,000 independent business owners just like you

An all-encompassing Digital Marketplace and suite of technology and tools through our SSO PaaS platform

Buyers and sellers for in-organic growth through Merger & Acquisitions

Gain operational efficiencies through a SSO shared services technology platform

Enhance your enterprise value by leveraging the resources

Who we are

Meet Our Leadership Team

Our team has over 100 years of combined experience and are dedicated to bringing real and immediate value to all members of the Chalice Network.
Keith Gregg

Keith Gregg

Founder, Chairman & CEO, Director

Tim Horton

Tim Horton

Chief Technology Officer

Whitney Kendrick

Whitney Kendrick

Chief Marketing Officer

Advisory Board

The Chalice Advisory Board draws upon the industry’s best leadership talent for the purpose of ensuring we accomplish our Firm’s mission – to become the industry’s leading member-benefit organization for independent business owners. This experienced group of industry luminaries brings multiple decades of innovation leadership and superior financial technology experience. We are very proud to call them partners and friends!

  • James A. Combs Jr.
    President & CEO of National Advisors Trust Company
  • Eric Clarke
    CEO of Orion Advisor Services
  • Rich Cancro
    Founder and CEO of AdvisorEngine
  • Don Plotsky
    Chairmain Chalice Advisory Board, Managing Partner of Uinta Investment Partners
  • Morris Nutt
    CEO of TCM Wealth Advisors
  • Ron Fiske
    Managing Director Beacon Strategies, LLC
  • Jack Sharry
    EVP & Chief Marketing Officer of LifeYield, LLC
  • David Maola
    CEO Society of Financial Services Professionals
  • Dave Rutan
    CEO ProSites, Inc.
  • Scott MacKillop
    CEO First Ascent Asset Management
  • Brad Feldmar
    Managing Partner of TE+A
  • Ron Robertson
    Managing Partner of Orchard Investments
  • Mike Saunders
    President of Marketing Huddle
  • Najib Canaan
    US Operating Partner at AGC Equity Partners
  • Jay Hummel
    CEO of Wealth Advisor Growth Network and AiK2 Insurance Services
  • Whitney Kendrick
    CMO & Vice Chair, Chalice Network
  • Andrew Saksa
    SVP ReminderMedia
  • Travis Majors
    Vice President Business Development Forge Trust
  • Mitch Wood
    President of MundaneAway and President of Larson Network Services
  • Peter Cieszko
    Managing Partner of Convergency Partners
  • Diana Cabrices
    Founder, Diana Cabrices Consulting

Chalice Membership

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Capture the value of our technology and tools with our digital marketplace

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