PPI Deans play a significant role in the evolution and transformation of the Purposeful Planning landscape. They come from a variety of professional disciplines and serving backgrounds but share a common passion for assisting legacy families and families in business to discover the pathway to flourishing lives and families. Each of the Deans are instrumental in forging the thought content and processes we are introducing through our weekly teleconferences and at gatherings such as Fusion Collaboration and Rendezvous.
S. Mark Alton
Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, has practiced in the areas of business succession and estate and trust planning since 1991. Very involved in the local financial community, he is a past President of both the Estate Planning Council of Central New York and of the Central New York Chapter of the Society of Financial Services Professionals. Read more...
Mark is also 2nd-Chair Designee of the Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, The American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners. The Synergy Summit is a unified think tank allowing the leaders of its constituent organizations to coordinate programs, compare notes, and offer more value to their respective members. These organizations together represent more than 200,000 lawyers, accountants, financial planners, insurance and other professionals.
Timothy J. Belber, JD, AEP
Founder & Principal of
The Alchemia Group LLC
Timothy J. Belber, JD, AEP, focuses his practice on helping self-made families align the power of their financial assets with their long term goals for flourishing as individuals and families across generations. Tim earned a business degree from the Wharton School at the University of Pennsylvania and a law degree at night from Seton Hall University.Read more...
Tim is a member of The Legacy Wealth Coach Network (2000), The Copper Beech Tree Society (2004) and a founding member of The Collaboration for Family Flourishing (2006). He speaks frequently on the subject of incorporating ethics and values into long term financial and estate plans.
He’s the author of the book The Middle Way as well as several articles on these subjects and has been quoted in periodicals such as the Wall Street Journal.
Tim has been married to Donna for 37 years and together they have been friend and guardian to numerous dogs. Tim is an avid fly fisherman, cyclist, reader and traveler. He speaks fluent Italian.
Founder, Sudden Money Institute
Susan Bradley, CFP®, CFT™ is a recognized thought-leader and author in financial transition planning. She is the founder of the Sudden Money® Institute (SMI), a resource center for Life Transitions and Good Decisions. In 2013 Susan opened the Institute for Certified Financial Transitionists™, a division of SMI dedicated to training financial advisors, attorneys and mental health professionals in the unique processRead more...
Susan is the author of Sudden Money; Managing a Financial Windfall and several Transitions training materials.
Dean of Family Sustainability &
Alison Comstock Moss
Chief Strategy Officer, Principal, Paul Comstock Partners
Alison Moss is with Paul Comstock Partners, an Outsourced CIO to families. She works with affluent families around the country in collaboration with their advisors (tax, legal, philanthropy, coaches, etc.) through a Family Advisory Council to create and implement customized, effective wealth transfer plans. Read more...
In addition to her work with client families, Alison provides leadership to Comstock as the Chief Strategy Officer, member of the Managing Board and a principal of the firm. Comstock is a flat-fee, Registered Investment Advisory Firm (RIA) that serves families, tax-exempt organizations, and corporate trustees.
Bruce DeBoskey, JD
Philanthropic Strategist, Keynote Speaker, Author, The DeBoskey Group
Bruce DeBoskey, J.D., is a Colorado-based Philanthropic Strategist with The DeBoskey Group, a national consulting practice founded in 2010 to help families, individuals, businesses and foundations design and implement thoughtful philanthropic strategies to achieve meaningful impact for themselves and their communities. Read more...
He writes a nationally-syndicated column “On Philanthropy” appearing initially in the Denver Post and then distributed to over 600 newspapers and other news outlets across the U.S. and abroad, is the Dean of Philanthropy for the Purposeful Planning Institute, and a Certified 21/64 Trainer, Bruce served for nearly nine years as the Anti-Defamation League’s Mountain States Regional Director, and before that, as a Colorado civil litigator. He holds a B.A. from Indiana University and a J.D. from the Georgetown University Law Center.
Dean of the
Principal of Trustscape LLC,
Research Fellow at
Wise Counsel Research Associates
Hartley Goldstone, J.D., MBA (Speaker, Author, Advisor to Institutional and Private Trustees, Advisor to Beneficiaries in all stages of life) delights in being surprised by profound questions, having served families for 30 years as attorney, trust officer and—in recent years—consultant and personal coach.Read more...
What Hartley won’t talk about: taxes, compliance, the latest regulations, jurisdictional issues, and the whole host of other specialized, technical topics that create fees for the experts and headaches for families.
What he will explore: an approach that gives full weight to the proposition that trusts are a relationship among human beings in a legal setting, and NOT a legal relationship that happens to involve human beings.
Dean of the
L. Paul Hood, Jr.
Director of Planned Giving, The University of Toledo Foundation
L. Paul Hood, Jr. received his J.D. from Louisiana State University Law Center in 1986 and Master of Laws in Taxation from Georgetown University Law Center in 1988. Paul is a frequent speaker, is widely quoted and his articles have appeared in a number of publications, including BNA Tax Management Memorandum, BNA Estates, Gifts & Trusts Journal, CCH Journal of Practical Estate Planning, Read more...
Dean of Family Sustainability &
Kristin Keffeler, MSM
Kristin Keffeler, MSM, is the founder and owner of Illumination360. She is an advisor and certified professional coach with specializations in business design, human motivation and behavioral change, family dynamics, and the ‘inner work’ of money. Her background includes a Bachelor’s degree in Human Biology and Chemistry and a Master’s degree in Business with an emphasis in Public Health.Read more...
Kristin is the fourth child and only daughter of a highly successful entrepreneurial father and a mother who is a gifted writer. Both modeled for Kristin the roadmap of turning vision-to-action through innovative thinking, big ideas, courageous leaps of faith and daily tenacity.
As an entrepreneur, a Next Gen Leader, and a raving fan of her own family of origin, she stands in the shoes of all three niche markets she serves. She started her firm in 2005 and it has become her ‘living laboratory’ for uncovering her own Big Idea and finding the path to thriving in the presence of family wealth.
Dean of Innovation
Founder and Chief Executive of International Teaching Seminars (ITS)
A thought leader in the field of innovation and leadership Ian McDermott is the father of the Coach Approach. Currently being rolled out in 145 countries this makes it possible for anyone to learn how to draw the best out of others and foster a learning culture – be it in a team or a family. Read more...
Ian is Founder and Chief Executive of International Teaching Seminars (ITS) which recently celebrated its 25th Anniversary. The mission of ITS is to give individuals, firms and families the skills to innovate their own solutions. It has done this with hundreds of organizations and thousands of people around the world.
Based in Connecticut, the author of fifteen books on systems thinking, NLP and coaching, Ian is also at home in Europe. He is External Faculty at Henley Business School and an Honorary Fellow of Exeter University Business School where his focus is on entrepreneurship and innovation.
Melissa Mitchell-Blitch, MS, MA
Family Business and Family Wealth Coach, Founder, Eredita, LLC
As a CPA and former family wealth planner at a Big 5 accounting firm, Melissa Mitchell-Blitch knows well both the value and limits of financial, estate, and business planning. She was inspired to enter the field of psychology by a desire to help families have healthy relationships with money and each other. As a consultant, Melissa helps families Discover What’s Possible.Read more...
With bachelor’s degrees in business administration and accounting, and master’s degrees in accounting and psychology, Melissa is uniquely equipped to understand both the technical and qualitative complexities that families of wealth face. Her unique combination of both left-and right-brain skills helps families pursue their “Why” (purpose) and enhances dialogue regarding “What” (objectives) and “How” (methods). Melissa actively collaborates with the family and their advisors to develop action steps and plans that are responsive to the family’s unique values, challenges, needs, and dreams.
Founder and Managing Member of graymatter Strategies LLC
Lisa Niemeier is an award-winning consultant and a specialist in the impact of generational biases and perspectives on family interaction, trust, and governance. Becoming a single mom at age 27 showed Lisa the life-altering impact of generational views on one’s future. Her first career as a financial advisor fueled her passion for helping generations within families talk about ‘the money.’ Read more...
Her speaking and family wealth engagements have spanned five continents and over eight countries. Lisa has worked with family members ranging in number from eight to 65 and in wealth from double-digit millions to double-digit billions. She is a well-respected thought leader, speaker, and educator. She has written two best-selling books and is a prolific contributor to wealth management journals and other industry publications. Her work is highly complementary to the work of other types of family advisors and has been cited by major financial institutions and researchers.
Happily, Lisa married in 2015 after 31 years of being single. She and her husband Bernie live in Richmond, VA with their two canine children, Peter and Edmund, and within an hour of her now grown daughter, son-in-law, and two precious grandchildren.
Dean of Sustainable
Founder, Stage 2 Planning Partners
Josh Patrick has been fascinated with entrepreneurs since he was 12 years old. He is a serial entrepreneur himself and has helped hundreds of business owners find hidden value in their business. He has a strong belief that advisors need to treat business owners like the experts they are and find ways to first collaborate with clients. He finds that helping business owners discover their hidden talents is a first step towards creating extreme value in private businesses.Read more...
He is presently starting his newest venture The Stage 2 Solution which will focus exclusively on helping Registered Investment Advisory firms with over $2MM in revenue create sustainable businesses that can last for several generations.
You can reach Josh at email@example.com.
Kathleen M. Rehl, Ph.D., CFP®, CFT™
Founder, Rehl Wealth Collaborations
Kathleen M. Rehl, Ph.D., CFP®, CeFT® is the author of the multi-award winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Dr. Rehl is passionate about empowering her “widowed sisters” to feel financially secure . . . and helping advisors work effectively with these women. Kathleen and her work have been featured in dozens of publications including the Wall Street Journal, New York Times,Read more...
Kirby Rosplock, Ph.D.
Founder, Tamarind Partners, Inc.
Kirby Rosplock, PhD is a recognized researcher, innovator, advisor, author, and speaker in the family business and family office realms. She is founder of Tamarind Partners, Inc., a research, advisory and consultancy practice that works with families, advisors and institutions connected to the family office market, Rosplock provides leading edge insights and knowledge to the family office domain. Read more...
She is author of numerous articles, research studies and books including The Complete Family Office Handbook, published by Wiley/Bloomberg January 2014. She is writing her next book entitled The Complete Direct Investing Handbook (May, 2016). She was the editor for the book, A Family’s Guide to Wealth: Insights from Thought Leaders and Pioneers (GenSpring, 2009).
For nearly a decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, based in Jupiter, Florida, one of the most prominent multi-family offices in the U.S. Dr. Rosplock knows firsthand the complexity of wealth in a multi-generational, family business owner, beneficiary, trustee of her family’s foundation and former member of the family business board. Dr. Rosplock has spent most of her career building the skills, acumen and direct experience working with families in a highly-customized fashion.
Dr. Rosplock is Dean of Family Office at the Purposeful Planning Institute (PPI), a Fellow and Faculty of the Family Firm Institute (FFI), former editor of the FFI Practitioner, former board member of FEUSA and co-trustee of the Harbeck Family Foundation, and on the advisory board Merton Venture Philanthropy.
Richard B. Wagner, JD, CFP
Principal, WorthLiving LLC
Dick Wagner has been a major thought leader in the financial planning profession. Wagner began WorthLiving LLC in 2000 with the mission of focusing on relationships between humans and money. Wagner has been a leader, both politically and intellectually. He was on the Board of Directors ofRead more...
In 1989, Wagner wrote a seminal piece for the Journal of Financial Planning entitled “To Think…Like a CFP” that remains a leading aspirational expression of the financial planning profession and its importance to the modern world. He has been a regular contributor to Financial Advisor Magazine for over fourteen years.
In 2003 Wagner received the Financial Planning Association’s highest honor, the P. Kemp Fain, Jr. Award. He is currently in the process of writing a book tentatively titled Finology: Studying Our Relationships with Money.
Gunther Weil, Ph.D.
Founder & CEO, Value Mentors LLC
Gunther Weil, Ph.D. is the founder & CEO of Value Mentors LLC. Gunther is a Harvard trained psychologist, family advisor, organizational consultant and executive coach. For more than 40 years he has provided wise and expert guidance to leaders, their families and many global organizations in the areas of values based leadership, organizational and family culture, innovation, team building, strategic planning, conflict resolution and executive wellness. Read more...
Matthew Wesley, JD, MDiv
Director, Merrill Lynch Center for Family Wealth Dynamics and Governance
Matthew Wesley is an internationally recognized advisor to business and legacy families and their leaders. His work builds family capacity and resilience by developing the core competencies necessary for families to wisely steward wealth across generations. Through this arc of development, families become more connected, more aligned and more effective.Read more...
Dean of Neuroscience and Contemplative Practices
Stephanie West Allen, JD
Stephanie West Allen, non-practicing lawyer, has been a speaker, trainer, and mediator since the early 80s, with areas of expertise including neuroscience, contemplative practices, and conflict resolution. Stephanie has written many articles on professional development for lawyers; she blogs at idealawg.com and brainsonpurpose.com. Read more...