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. 

 

 

 

Eric F Green, CFP®, AIF®, CKA®

LPL Financial Advisor

509.458.7709
egreen@purposefinancial.com

Eric Green founded Purpose Financial Advisors in 2005. He has over 25 years of financial management experience. He works with business owners, individuals and their families helping them address retirement and estate planning needs. He also works with corporate boards & trustees helping them pursue their fiduciary obligations.

Education & Designations

  • BA Business/Accounting, Washington State University (Go Cougs!)
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary®
  • Certified Kingdom Advisor®

Community & Interests

Eric is an active member of his community - Spokane Estate Planning Council, Financial Planning Association, and Inland NW Council on Planned Giving. He serves on the boards of Union Gospel Mission and True Hope Church and on the advisory boards for Innovia Foundation and the WSU Foundation

In his spare time, Eric enjoys golf and flyfishing and travel with his wife Janet.

 

 

 

Steve Gray ChFC®, CLU®

LPL Financial Advisor

509.455.4010
sgray@purposefinancial.com


Steve Gray has been a Financial Advisor in Spokane for over 25 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.

 

 

Payton Gray

LPL Financial Advisor

509.455.4010
pgray@purposefinancial.com


Payton Gray has worked for 5 years as an advisor after graduating from Grand Canyon University in 2017. Payton looks to bring a fresh perspective on the direction of the industry as well as the evolving services that advisors of the future will provide for their clients. His interests involve spending time with his wife Ashley and two sons Maverick and Miles. He loves to walk clients through retiring with confidence and motivation to continue making an impact in their close communities in the next stage of life.