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ABOUT US

Purpose Consulting Group is a practice management consulting firm that develops comprehensive thought leadership and training programs to engage and advance financial advisors. 

How We Work

Our thoughtful content is heavily influenced by best practices research with top advisors which helps to ensure our programs are both on-target and actionable.

We work collaboratively with a team of seasoned industry experts who research, strategize, and deliver components of our programs.

Our adjunct faculty includes a select group of gifted financial advisors whose practical wealth planning experience adds realism to our programs and inspires action.

CORE
TEAM

Our core team develops learning designs, researches, writes, edits, analyzes, and assesses program effectiveness.

Christine Gaze, CFP®, CIMA®

Founder and Managing Partner

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Inspires change and generates business results through education

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Jacqueline Farrington

Program Design

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    Creates learning experiences that unlock human potential

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Beverly Flaxington, MBA

Program Design

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Drives behavior change through expert design and artful facilitation

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Elise Chowdhry, SHRM-SCP, MBA

Program Assessment

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Designs assessments that gauge participant process.

Rebecca Stropoli

Content Editing

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Shapes content in thoughtful and compelling ways

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Melissa McCauley

Graphic Design

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    Creates beautiful imagery that aids learning and inspires action

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Amanda Powers

Program Messaging

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    Develops powerful messaging that supports learning campaigns 

ADJUNCT
FACULTY

Our esteemed adjunct faculty members are comprised of industry experts and successful advisors.

Christine Gaze, CFP®, CIMA®

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Founder and Managing Partner

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Lauris Lambergs, CIMA®, CHSA®

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Planning Conversations

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Michelle Arpin Begina, CFP®, CIMA®

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Planning Process and Fee Strategy

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Heather Locus, CPA, CFP®, CDFA®

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The Art and Science of Financial Planning

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David York, Esq, CFP®

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Estate Planning

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Tony Davidow, CIMA®

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Investment Planning 

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Devin Ekberg, CFA®, CIMA®, CPWA®

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Behavioral Finance and Portfolio Construction

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