About Us

About Purposeful Planning Institute

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

Our Mission & Vision

Wellbeing Icon

Our mission is to educate, empower, and develop family advisors to cultivate family flourishing and individual wellbeing.

Purposeful Planning Institute is dedicated to transforming the estate planning process and elevating our industry to a new standard of client-centered planning. Our goal is to enable advisors and consultants to foster prosperous and purposeful relationships amongst their clients and their families that endure from one generation to the next.

Leadership Team

John A. Warnick
John A. Warnick, Esq.

Founder & Board Member

Julie Dorosz
Julie Dorosz

Executive Director

Shannon Mulvaney
Shannon Mulvaney

Director of Programs & Events

Board of Directors

Cathy Carroll

President, Legacy Onward, Inc.

Judi Cunningham
Judi Cunningham

Principal, Trella Advisory Group

Brad Fisher
Brad Fisher

Partner, Featherstone Holdings

Kristen Heaney
Kristen Heaney

Coach/Consultant, Legacy Capitals

Josh Patrick
Josh Patrick

Founder, Stage 2 Planning Partners

Matthew Wesley, JD, MDiv
Matthew Wesley

Partner, The Lovins Group

Thomasina Williams

Founder, Sankofa Legacy Advisors

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 they 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 webinars and at gatherings such as Rendezvous and the Purposeful Planning Symposium.

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 webinars and at gatherings such as Rendezvous and the Purposeful Planning Symposium.

Hartley Goldstone, JD
Hartley Goldstone, JD

Principal, Trustscape LLC

James Grubman, PhD

Owner, Family Wealth Consulting

Courtney Pullen, MA, LPC
Courtney Pullen, MA, LPC

President, Pullen Consulting Group

Dennis T. Jaffe, PhD
Dennis T. Jaffe, PhD

Senior Research Fellow, Banyon Global Family Business 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. Author & Philosopher
James E. Hughes, Jr.

Esq. Author & Philosopher

Barb Culver, CFP®, ChFC, CLU, AEP®
Richard B. Wagner, JD, CFP

Laureate Emeritus