Purposeful Planning Institute
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Purposeful Planning Institute Employees
Employee
Years
Job
Industry
Tim Belber Tim Belber's Purposeful Planning Institute Experience March 2014 - Present
Job Founder & Principal of The Alchemia Group LLC
Industry Financial Services
Experience
The Alchemia Group LLC September 2013 - Present
Purposeful Planning Institute March 2014 - Present
The Legacy Wealth Coach Network 2001 - Present
Generational Wealth Planning & Design LLC January 2012 - September 2013
The Madison Group Inc. December 2008 - January 2012
Family Office Exchange 2008 - 2011
Lincoln Financial Group 2001 - 2009
Skills
Estate Planning, Trusts, Wealth Transfer, High Net Worth..., Wealth Management, Shareholder Agreements, Wealth, Financial Advisory, Retirement Planning, Trust Services, Strategic Financial..., Leadership, Asset Allocation, Small Business
Education
Seton Hall University School of Law 1982 — 1986
JD, Trusts & Estates, Intellectual Property
University of Pennsylvania - The Wharton School 1974 — 1978
BS-Economics, Finance and Insurance
The Marine Military Academy 1969 — 1974
High School, 7 to 12
The Alchemia Group LLC September 2013 - Present
Purposeful Planning Institute March 2014 - Present
The Legacy Wealth Coach Network 2001 - Present
Generational Wealth Planning & Design LLC January 2012 - September 2013
The Madison Group Inc. December 2008 - January 2012
Family Office Exchange 2008 - 2011
Lincoln Financial Group 2001 - 2009
Skills
Estate Planning, Trusts, Wealth Transfer, High Net Worth..., Wealth Management, Shareholder Agreements, Wealth, Financial Advisory, Retirement Planning, Trust Services, Strategic Financial..., Leadership, Asset Allocation, Small Business
Education
Seton Hall University School of Law 1982 — 1986
JD, Trusts & Estates, Intellectual Property
University of Pennsylvania - The Wharton School 1974 — 1978
BS-Economics, Finance and Insurance
The Marine Military Academy 1969 — 1974
High School, 7 to 12
Melissa Mitchell-Blitch Melissa Mitchell-Blitch's Purposeful Planning Institute Experience December 2013 - Present
Job Helping families discover what's possible | Family Dynamics Coaching: Business, Wealth, Addiction and Recovery
Industry Professional Training & Coaching
Experience
Eredita, LLC January 2010 - Present
Purposeful Planning Institute December 2013 - Present
Vineyard Counseling, LLC January 2009 - Present
Skills
Family Therapy, Coaching, Wealth, Management Consulting, Leadership Development, Family Business, Strategic Planning, Executive Coaching, Succession Planning, Psychotherapy, Psychology, Conflict Resolution, Addiction Recovery, Interventions, Family Business..., Family Governance, Family Dynamics, Addictions, Public Speaking, Life Coaching, Therapists, Counseling Psychology, Stress Management, Life Transitions, Workshop Facilitation, Entrepreneurship, Anger Management, Emotional Intelligence, Motivational..., Career Development, Legacy Planning, Family Wealth, Boundaries, Facilitator, Wealth Transfer
Education
The Citadel 2003 — 2005
Master of Arts (MA), Psychology - Clinical Counseling
College of Charleston 1997 — 1998
Master of Science (MS), Accounting
College of Charleston 1993 — 1997
Bachelor of Science (BS), Accounting
College of Charleston 1993 — 1997
Bachelor of Science (BS), Business Administration
Eredita, LLC January 2010 - Present
Purposeful Planning Institute December 2013 - Present
Vineyard Counseling, LLC January 2009 - Present
Skills
Family Therapy, Coaching, Wealth, Management Consulting, Leadership Development, Family Business, Strategic Planning, Executive Coaching, Succession Planning, Psychotherapy, Psychology, Conflict Resolution, Addiction Recovery, Interventions, Family Business..., Family Governance, Family Dynamics, Addictions, Public Speaking, Life Coaching, Therapists, Counseling Psychology, Stress Management, Life Transitions, Workshop Facilitation, Entrepreneurship, Anger Management, Emotional Intelligence, Motivational..., Career Development, Legacy Planning, Family Wealth, Boundaries, Facilitator, Wealth Transfer
Education
The Citadel 2003 — 2005
Master of Arts (MA), Psychology - Clinical Counseling
College of Charleston 1997 — 1998
Master of Science (MS), Accounting
College of Charleston 1993 — 1997
Bachelor of Science (BS), Accounting
College of Charleston 1993 — 1997
Bachelor of Science (BS), Business Administration
Kasey Giliotti's Purposeful Planning Institute Experience January 2010 - May 2010
Job Your Partner in Success
Industry Writing and Editing
Experience
Studio Anonymity January 2014 - Present
Wyoos Inc. October 2011 - January 2014
Jeffrey R. Young & Associates September 2011 - December 2011
Go For It! Institute April 2006 - August 2011
Purposeful Planning Institute January 2010 - May 2010
Destiny By Design August 2007 - December 2009
TG Danzport March 2006 - April 2007
The Working Boys' Center // The International School August 2004 - December 2005
Skills
Customer Service, Social Media Marketing, Salesforce.com, Online Advertising, Public Speaking, Program Management, E-commerce, Management Consulting, Product Management, Online Marketing, Coaching, Social Media, Team Building, Entrepreneurship, Training, New Business Development, Account Management
Education
Cornell University 1999 — 2003
B.F.A. in Architecture, Green Design, 3.8 GPA
Ecosa Institute 2003 — 2003
Certificate in Sustainable Design
Landmark Education 2006 — 2009
Leadership, Coaching, Training, Personal Development
Studio Anonymity January 2014 - Present
Wyoos Inc. October 2011 - January 2014
Jeffrey R. Young & Associates September 2011 - December 2011
Go For It! Institute April 2006 - August 2011
Purposeful Planning Institute January 2010 - May 2010
Destiny By Design August 2007 - December 2009
TG Danzport March 2006 - April 2007
The Working Boys' Center // The International School August 2004 - December 2005
Skills
Customer Service, Social Media Marketing, Salesforce.com, Online Advertising, Public Speaking, Program Management, E-commerce, Management Consulting, Product Management, Online Marketing, Coaching, Social Media, Team Building, Entrepreneurship, Training, New Business Development, Account Management
Education
Cornell University 1999 — 2003
B.F.A. in Architecture, Green Design, 3.8 GPA
Ecosa Institute 2003 — 2003
Certificate in Sustainable Design
Landmark Education 2006 — 2009
Leadership, Coaching, Training, Personal Development
Paul Hood Paul Hood's Purposeful Planning Institute Experience July 2014 - Present
Job Director of Planned Giving at The University of Toledo Foundation
Industry Fund-Raising
Experience
Purposeful Planning Institute July 2014 - Present
The University of Toledo Foundation May 2013 - Present
The University of Montana Foundation August 2012 - May 2013
Law Office of Carol A. Sobczak August 2008 - December 2010
L. Paul Hood, Jr. (APLC) September 1995 - August 2005
Deutsch Kerrigan & Stiles July 1992 - September 1995
Baldwin & Haspel 1988 - 1992
Skills
Estate Planning, Tax, Writing, Succession Planning, Estate Tax Planning, Trusts, Public Speaking, Gift Tax, Employee Benefits, Asset Protection, Wealth, Charities, Tax Law, Estate Law, High Net Worth..., Corporate Law, Business Valuation, Wills, Leadership, Estate Administration, LLC, Planned Giving, Nonprofits, Small Business, Charitable Trusts, Financial Planners, Strategic Financial..., Personal Finance, Philanthropy, Annual Giving, Retirement Planning, Financial Planning, Strategic Planning
Education
Georgetown University Law Center 1987 — 1988
LL.M., Taxation
Louisiana State University, Paul M. Hebert Law Center 1983 — 1986
J.D., Law
Louisiana State University 1978 — 1982
B.S, Accounting
Purposeful Planning Institute July 2014 - Present
The University of Toledo Foundation May 2013 - Present
The University of Montana Foundation August 2012 - May 2013
Law Office of Carol A. Sobczak August 2008 - December 2010
L. Paul Hood, Jr. (APLC) September 1995 - August 2005
Deutsch Kerrigan & Stiles July 1992 - September 1995
Baldwin & Haspel 1988 - 1992
Skills
Estate Planning, Tax, Writing, Succession Planning, Estate Tax Planning, Trusts, Public Speaking, Gift Tax, Employee Benefits, Asset Protection, Wealth, Charities, Tax Law, Estate Law, High Net Worth..., Corporate Law, Business Valuation, Wills, Leadership, Estate Administration, LLC, Planned Giving, Nonprofits, Small Business, Charitable Trusts, Financial Planners, Strategic Financial..., Personal Finance, Philanthropy, Annual Giving, Retirement Planning, Financial Planning, Strategic Planning
Education
Georgetown University Law Center 1987 — 1988
LL.M., Taxation
Louisiana State University, Paul M. Hebert Law Center 1983 — 1986
J.D., Law
Louisiana State University 1978 — 1982
B.S, Accounting
Kristin Keffeler, MSM's Purposeful Planning Institute Experience 2010 - 2011
Job Principal, Kinetic Enterprise, LLC
Industry Health, Wellness and Fitness
Experience
Kinetic Enterprise, LLC November 2004 - Present
Purposeful Planning Institute 2010 - 2011
Metro State College of Denver August 2006 - June 2008
Maxtor Corporation October 2003 - July 2006
Coach Training Alliance 2004 - 2004
Coors Brewing Company December 2001 - November 2003
University of Denver February 1999 - December 2001
Skills
Consulting, Behavior Change, Management Consulting, Business Coaching, Program Management, Management, Nonprofits, Wellness Coaching, Strategic Planning, Non-profits, Public Speaking, Coaching, Executive Coaching, Marketing, Wellness, Cross-functional Team..., Next Gen, Personal Development, Succession Planning, Leadership, Project Planning, Estate Planning, Program Development, Health Promotion
Education
University of Denver - Daniels College of Business 1999 — 2001
Master of Science in Management
University of Denver 1994 — 1998
Bachelor's of Science
Pomona High School 1990 — 1994
Kinetic Enterprise, LLC November 2004 - Present
Purposeful Planning Institute 2010 - 2011
Metro State College of Denver August 2006 - June 2008
Maxtor Corporation October 2003 - July 2006
Coach Training Alliance 2004 - 2004
Coors Brewing Company December 2001 - November 2003
University of Denver February 1999 - December 2001
Skills
Consulting, Behavior Change, Management Consulting, Business Coaching, Program Management, Management, Nonprofits, Wellness Coaching, Strategic Planning, Non-profits, Public Speaking, Coaching, Executive Coaching, Marketing, Wellness, Cross-functional Team..., Next Gen, Personal Development, Succession Planning, Leadership, Project Planning, Estate Planning, Program Development, Health Promotion
Education
University of Denver - Daniels College of Business 1999 — 2001
Master of Science in Management
University of Denver 1994 — 1998
Bachelor's of Science
Pomona High School 1990 — 1994
Tiffany Gunnerson Tiffany Gunnerson's Purposeful Planning Institute Experience 2012 - Present
Job Director of Communications at Purposeful Planning Institute
Industry Individual & Family Services
Experience
Purposeful Planning Institute 2012 - Present
Tim Bridgewater for Senate January 2010 - June 2010
Bill Dew for Congress June 2008 - November 2008
Skills
Communication, Public Relations, Public Speaking, Press Releases, Community Outreach, Fundraising, Strategic Communications, Media Relations, Editing, International Relations, Community Development, Event Planning, Volunteer Management, Public Policy, Web Content
Education
Brigham Young University
Bachelor of Arts (B.A.), Political Science and Government
Purposeful Planning Institute 2012 - Present
Tim Bridgewater for Senate January 2010 - June 2010
Bill Dew for Congress June 2008 - November 2008
Skills
Communication, Public Relations, Public Speaking, Press Releases, Community Outreach, Fundraising, Strategic Communications, Media Relations, Editing, International Relations, Community Development, Event Planning, Volunteer Management, Public Policy, Web Content
Education
Brigham Young University
Bachelor of Arts (B.A.), Political Science and Government
Julie Dorosz Julie Dorosz's Purposeful Planning Institute Experience March 2010 - Present
Job Director of Operations at Purposeful Planning Institute
Industry Individual & Family Services
Experience
Purposeful Planning Institute March 2010 - Present
National Audubon Society June 2008 - June 2009
Global Response March 2007 - April 2008
Flatirons Habitat for Humanity 2002 - 2006
Skills
Project Planning, Public Speaking, Strategic Planning, Volunteer Management, Event Planning, Research, Community Outreach, Non-profits, Grant Writing, Grants, Editing, Leadership, Management, Coaching, Organizational..., Blogging, Nonprofits, Event Management, Program Development, Charities, Board Development
Education
Arizona State University 1997 — 2001
Bachelor, Spanish & French
Purposeful Planning Institute March 2010 - Present
National Audubon Society June 2008 - June 2009
Global Response March 2007 - April 2008
Flatirons Habitat for Humanity 2002 - 2006
Skills
Project Planning, Public Speaking, Strategic Planning, Volunteer Management, Event Planning, Research, Community Outreach, Non-profits, Grant Writing, Grants, Editing, Leadership, Management, Coaching, Organizational..., Blogging, Nonprofits, Event Management, Program Development, Charities, Board Development
Education
Arizona State University 1997 — 2001
Bachelor, Spanish & French
John John A Warnick John John A Warnick's Purposeful Planning Institute Experience January 2010 - Present
Job Purposeful Planning Institute Founder; Collaborator and Multiplier; Initiator of the Paradigms of Purposeful Planning
Industry Law Practice
Experience
Family Wealth Transitions & Solutions February 2010 - Present
Purposeful Planning Institute January 2010 - Present
Law Office of John A. Warnick 2010 - Present
Purposeful Planning Institute 2009 - Present
American College of Trust and Estate Counsel December 1993 - Present
International Association of Advisors In Philanthropy April 2010 - May 2013
Go For It! Foundation 2005 - 2012
Holme Roberts & Owen LLP January 1999 - February 2010
American College of Trust & Estate Counsel 1994 - 2010
Brown, Drew, Massey & Sullivan 1991 - 1998
Skills
Purposeful Planning, Purposeful Trust Design, Tax Law, Estate Planning, Trusts, Philanthropy, Non-profits, Public Speaking, Charities, Tax, Succession Planning, Wills, Retirement Planning, Nonprofits, Legal Assistance, High Net Worth..., Estate Tax Planning, Leadership, Strategic Planning, Retirement, Asset Protection, Small Business, Joint Ventures, Trust, Wealth, Business Planning, Estate Administration, LLC, Investments, Legal Writing, Estate Law, Purpose, Social Entrepreneurship, Guardianship, Training, Entrepreneurship, Legal Advice, Powers of Attorney, Consulting, Business, Personal Finance
Education
The George Washington University Law School 1975 — 1978
J.D. with Honors, Law
Brigham Young University 1969 — 1974
BA, Political Science
P. K. Yonge Laboratory School 1956 — 1969
High School Diploma
Family Wealth Transitions & Solutions February 2010 - Present
Purposeful Planning Institute January 2010 - Present
Law Office of John A. Warnick 2010 - Present
Purposeful Planning Institute 2009 - Present
American College of Trust and Estate Counsel December 1993 - Present
International Association of Advisors In Philanthropy April 2010 - May 2013
Go For It! Foundation 2005 - 2012
Holme Roberts & Owen LLP January 1999 - February 2010
American College of Trust & Estate Counsel 1994 - 2010
Brown, Drew, Massey & Sullivan 1991 - 1998
Skills
Purposeful Planning, Purposeful Trust Design, Tax Law, Estate Planning, Trusts, Philanthropy, Non-profits, Public Speaking, Charities, Tax, Succession Planning, Wills, Retirement Planning, Nonprofits, Legal Assistance, High Net Worth..., Estate Tax Planning, Leadership, Strategic Planning, Retirement, Asset Protection, Small Business, Joint Ventures, Trust, Wealth, Business Planning, Estate Administration, LLC, Investments, Legal Writing, Estate Law, Purpose, Social Entrepreneurship, Guardianship, Training, Entrepreneurship, Legal Advice, Powers of Attorney, Consulting, Business, Personal Finance
Education
The George Washington University Law School 1975 — 1978
J.D. with Honors, Law
Brigham Young University 1969 — 1974
BA, Political Science
P. K. Yonge Laboratory School 1956 — 1969
High School Diploma
John John A Warnick John John A Warnick's Purposeful Planning Institute Experience January 2010 - Present
Job Purposeful Planning Institute Founder; Collaborator and Connector; Recovering Tax Attorney
Industry Professional Training & Coaching
Experience
Purposeful Planning Institute January 2010 - Present
Law Office of John A. Warnick January 2010 - Present
Purposeful Planning Collaboration January 2010 - Present
Family Wealth Transitions & Solutions January 2010 - Present
Purposeful Planning Institute August 2009 - Present
Holme Roberts & Owen LLP January 1999 - February 2010
Brown, Drew, Massey & Sullivan January 1992 - December 1998
Skills
Estate Planning, Succession Planning, Collaboration Tools, Trusts, Philanthropy, Wealth Transfer, Business Planning, Charitable Giving, Estate Tax Planning, High Net Worth..., Public Speaking, Non-profits, Small Business, Wealth, Trust Services, Charities, Nonprofits, Asset Protection, LLC, Estate Law, Inheritance Tax Planning, Tax, Investments, Tax Law, Training, Retirement Planning, Powers of Attorney, Estate Administration, Family Business, Leadership, Wills, Investment Strategies, Financial Advisory
Education
The George Washington University Law School 1975 — 1978
J.D. with Honors, 1978
Brigham Young University 1969 — 1975
B.A. Magna Cum Laude, Political Science/Economics
P. K. Yonge Laboratory School 1956 — 1969
K - 12, High School Graduate
Purposeful Planning Institute January 2010 - Present
Law Office of John A. Warnick January 2010 - Present
Purposeful Planning Collaboration January 2010 - Present
Family Wealth Transitions & Solutions January 2010 - Present
Purposeful Planning Institute August 2009 - Present
Holme Roberts & Owen LLP January 1999 - February 2010
Brown, Drew, Massey & Sullivan January 1992 - December 1998
Skills
Estate Planning, Succession Planning, Collaboration Tools, Trusts, Philanthropy, Wealth Transfer, Business Planning, Charitable Giving, Estate Tax Planning, High Net Worth..., Public Speaking, Non-profits, Small Business, Wealth, Trust Services, Charities, Nonprofits, Asset Protection, LLC, Estate Law, Inheritance Tax Planning, Tax, Investments, Tax Law, Training, Retirement Planning, Powers of Attorney, Estate Administration, Family Business, Leadership, Wills, Investment Strategies, Financial Advisory
Education
The George Washington University Law School 1975 — 1978
J.D. with Honors, 1978
Brigham Young University 1969 — 1975
B.A. Magna Cum Laude, Political Science/Economics
P. K. Yonge Laboratory School 1956 — 1969
K - 12, High School Graduate
John John A Warnick's Purposeful Planning Institute Experience January 2010 - Present
Job Founder at Purposeful Planning Institute
Industry Individual & Family Services
Experience
Purposeful Planning Collaboration January 2010 - Present
Purposeful Planning Institute January 2010 - Present
Holme Roberts & Owen LLP January 1999 - February 2010
Brown, Drew, Massey & Sullivan 1991 - January 1999
Skills
Wealth Transfer Planning, Purposeful Trusts &..., Family Wealth Counselor, Family Philanthropic..., Successful Transition..., Business Transition..., Connector of..., Public Speaking, High Net Worth..., Interdisciplinary..., Purposeful Conversations, Purposeful Visioning...
Education
The George Washington University Law School 1975 — 1978
Doctor of Law (JD) with Honors, Law
Brigham Young University
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science and Government
Purposeful Planning Collaboration January 2010 - Present
Purposeful Planning Institute January 2010 - Present
Holme Roberts & Owen LLP January 1999 - February 2010
Brown, Drew, Massey & Sullivan 1991 - January 1999
Skills
Wealth Transfer Planning, Purposeful Trusts &..., Family Wealth Counselor, Family Philanthropic..., Successful Transition..., Business Transition..., Connector of..., Public Speaking, High Net Worth..., Interdisciplinary..., Purposeful Conversations, Purposeful Visioning...
Education
The George Washington University Law School 1975 — 1978
Doctor of Law (JD) with Honors, Law
Brigham Young University
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science and Government