Our Team

At Purpose Financial Advisors, our team is focused on creating an experience that matches your money with your values. Whether you are retired, saving for retirement, or planning towards a specific goal, we are here to walk along side you to create a comfortable experience in a confusing world. We want to know what is important to you to make sure your money supports your core values.  We are here to help you pursue your purpose.

 


 

   Steve Gray ChFC®, CLU®

     LPL Financial Advisor

     509.455.4010
    sgray@purposefinancial.com
    Steve Gray has been a Financial Advisor in Spokane for over 30 years.  Steve spends his time working with individuals and families in developing and implementing a financial plan, specific to their personal goals and plans. 

    Education & Designations

  • BA Business in Finance & Accounting, Washington State University
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU) 
  • Community & Interests

Steve is the past president of the Spokane Chapter of Financial Service Professionals and has served on numerous boards and civic groups in the Spokane community.  Steve is a member of the local Kingdom Advisors study group.  

Steve and his wife, Kathi are now “Empty Nesters” but they love every moment with their kids and love being new grandparents.

                                                      BrokerCheck


 

Payton Gray, CFP®

LPL Financial Advisor

509.455.4010
pgray@purposefinancial.com


Payton Gray has been an advisor since 2017 after graduating from Grand Canyon University. Payton obtained his CFP® certification in 2023 and looks to bring a fresh perspective on the direction of the industry.

His interests involve spending time with his wife Ashley and 3 sons Maverick, Miles, and Morgan. He loves to walk clients through retiring with confidence, purpose, and motivation to continue making an impact in their communities in the next stage of life.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification mark.

 

  Joslyn Schafer

   Administrative Assistant

   509.455.4010
   jschafer@purposefinancial.com


 Joslyn has joined us as our new Administrative Assistant as of the end of 2025. She will be helping ensure everything runs smoothly throughout the office and will often be a point of contact for scheduling, service requests, and general   support. Joslyn enjoys adventuring with her husband and daughter and enjoys watching WSU football.

*Not registered with LPL Financial

 

 Logan Phillips

  LPL Financial Advisor

  509.455.4010
  lphillips@purposefinancial.com


Logan Phillips joined us in the beginning of 2026 after becoming a Financial advisor in 2023. Logan graduated from Grand Canyon University in 2022 and loves to golf, travel, and go to live sporting events or concerts. He looks forward to assist clients in planning for their future and understanding how their finances fit into the big picture of their life.

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