The Purposeful Planning Institute (PPI) is a learning center for advisors and consultants and a platform for professional networking and collaboration.  Our members are financial advisors, estate planning attorneys, trust officers, wealth managers, philanthropic consultants, and other professionals and consultants serving legacy families and families in business.

Our Mission…

  • To explore and share best practices for legacy families and families in business
  • To foster more frequent and effective collaboration among the advisors serving these families
  • To promote prosperous and sustainable practices and the growth of our individual members, their practices and firms

PPI is dedicated to creating a Purposeful Planning Revolution that transforms the way estate planning is done, mastering the Purposeful Planning process, and promoting the principles and practices of client-centered planning.

Staff

John A. Warnick, Esq.
John A. Warnick, Esq.Founder
Julie Dorosz
Julie DoroszDirector of Operations
Shannon Mulvaney
Shannon MulvaneyEvents Producer
Beth Bryant
Beth BryantEducation & Training Coordinator

Advisory Board

John Brown
John BrownFounder, Business Enterprise Institute, Inc.
Judi Cunningham
Judi CunninghamManaging Partner, Telos Group
Mary Duke
Mary DukeAdvisor to Families
Brad Fisher
Brad FisherPartner, Featherstone Holdings
Josh Patrick
Josh PatrickFounder, Stage 2 Planning Partners
Thomasina Williams
Thomasina WilliamsFounder, Sankofa Legacy Advisors

Laureates

PPI Laureates are thought leaders and industry innovators who have made significant contributions to their respective fields and are well-known for their commitment to Purposeful Planning.

James E. Hughes, Jr., Esq.
James E. Hughes, Jr., Esq. Author & Philosopher
Barb Culver, CFP®, ChFC, CLU, AEP®
Barb Culver, CFP®, ChFC, CLU, AEP®
Richard B. Wagner, JD, CFP
Richard B. Wagner, JD, CFPLaureate Emeritus

Fellows

PPI Fellows are thought leaders and industry innovators who play a significant role in the evolution and transformation of the Purposeful Planning landscape. PPI Fellows share their practical wisdom through our weekly teleconferences and at gatherings such as the Annual Rendezvous and Fusion Collaboration

Courtney Pullen MA, LPC
Courtney Pullen MA, LPCPresident, Pullen Consulting Group
Dennis T. Jaffe, PhD
Dennis T. Jaffe, PhDSenior Research Fellow, Banyan Global Family Business Advisors
James Grubman, PhD
James Grubman, PhDOwner, Family Wealth Consulting

Council of Deans

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. 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.

Stephanie West Allen, JD
Stephanie West Allen, JD Dean of Neuroscience Artistry and Contemplative Practices
S. Mark Alton
S. Mark AltonDean of Collaboration
Timothy J. Belber, JD, AEP Founder & Principal of The Alchemia Group LLC
Timothy J. Belber, JD, AEP Founder & Principal of The Alchemia Group LLCDean of Fusion
Susan Bradley Founder, Sudden Money Institute
Susan Bradley Founder, Sudden Money InstituteDean of Transitions
Alison Comstock Moss Chief Strategy Officer, Principal, Paul Comstock Partners
Alison Comstock Moss Chief Strategy Officer, Principal, Paul Comstock PartnersDean of Family Sustainability & Empowerment
Bruce DeBoskey, JD Philanthropic Strategist, Keynote Speaker, Author, The DeBoskey Group
Bruce DeBoskey, JD Philanthropic Strategist, Keynote Speaker, Author, The DeBoskey GroupDean of Philanthropy
Hartley Goldstone Principal of Trustscape LLC, Research Fellow at Wise Counsel Research Associates
Hartley Goldstone Principal of Trustscape LLC, Research Fellow at Wise Counsel Research AssociatesDean of the Trustscape
Kristin Keffeler, MSM & MAPP Principal, Illumination360
Kristin Keffeler, MSM & MAPP Principal, Illumination360Dean of Positive Psychology
Ian McDermott Founder and Chief Executive of International Teaching Seminars (ITS)
Ian McDermott Founder and Chief Executive of International Teaching Seminars (ITS)Dean of Innovation & Learning
Melissa Mitchell-Blitch, MS, MA Family Business and Family Wealth Consultant, Founder, Eredita Consulting
Melissa Mitchell-Blitch, MS, MA Family Business and Family Wealth Consultant, Founder, Eredita ConsultingDean of Individual Development
Josh Patrick Founder, Stage 2 Planning Partners
Josh Patrick Founder, Stage 2 Planning PartnersDean of Sustainable Business Enterprises
Kirby Rosplock, Ph.D. Founder, Tamarind Partners, Inc.
Kirby Rosplock, Ph.D. Founder, Tamarind Partners, Inc.Dean of Family Offices
Gunther Weil, Ph.D. Founder & CEO, Value Mentors LLC
Gunther Weil, Ph.D. Founder & CEO, Value Mentors LLCDean of Values
Matthew Wesley, JD, MDiv Managing Director, Merrill Lynch Center for Family Wealth Dynamics and Governance
Matthew Wesley, JD, MDiv Managing Director, Merrill Lynch Center for Family Wealth Dynamics and GovernanceDean of Family Culture
David R. York, Esq., CPA Managing Partner, York Howell & Guymon
David R. York, Esq., CPA Managing Partner, York Howell & GuymonDean of Legacy