The Pursuit of Purpose

Brad Casper is the CEO and co-founder of Heart & Soul Marketing, a Phoenix-based purpose-driven agency, with a long executive background at companies like Procter & Gamble, Dial Corporation, and the Phoenix Suns. He is known for leading with strong values, emphasizing “capitalism wrapped in kindness,” and building a culture centered on respect, transparency, and meaningful relationships. His leadership philosophy is deeply shaped by his upbringing, faith, and a commitment to resilience, purpose, and people-first business practices.

Dan Clark is a real estate leader with over 30 years of experience in multifamily and commercial development, currently working with Three Leaf Partners, where he focuses on creating impactful, community-centered housing. His leadership is rooted in servant leadership, emphasizing integrity, collaboration, and putting people first, both in how he develops properties and how he mentors others. With a nontraditional path into higher education, he is passionate about guiding younger professionals, encouraging them to build relationships, stay humble, and grow into their careers over time.

Dale Shafer is a financial planner and founder of Life Moves Wealth Management in the Phoenix area who works primarily with entrepreneurs and small business owners, helping them align their finances with their values, long-term goals, and exit strategies. His approach is holistic and purpose-driven, emphasizing cash flow, financial planning, and the connection between money, personal values, and life decisions rather than just investing. He is also passionate about mentoring the next generation of financial professionals and helping people use their resources in meaningful, intentional ways.

This episode features Katie Haydon, CEO of Haydon Companies, who shares how global experience and financial expertise shaped her people-first leadership style and helped her transform her family’s construction business. She emphasizes the importance of resilience, culture-building, and investing in people, showing how strong leadership and internal focus led to rapid growth and long-term success. Ultimately, Katie highlights that true leadership is about creating opportunity for others and building an organization where people are valued and empowered to thrive.

This episode introduces Joseph Heckel and Jon Khayat, partners in a full-service real estate business, who share how they built a thriving company through faith, complementary strengths, and a commitment to people over profit. They highlight the importance of servant leadership, authentic relationships, and maintaining a human-centered approach in an increasingly technology-driven industry. Throughout their story, they emphasize trusting God’s timing, stepping out of comfort zones, and prioritizing purpose, generosity, and integrity as the foundation for lasting success in both business and life.

This episode introduces Dr. Mary Affee, founder of Horizon Integrated Wellness Group, who shares how she overcame significant personal adversity to build a thriving, purpose-driven mental health organization. She highlights her commitment to service, expanding access to care for underserved communities, and integrating innovative approaches like AI and holistic therapy to scale impact. Throughout her story, Dr. Affee emphasizes perseverance, servant leadership, and empowering others as the foundation for meaningful success in both business and life.

This episode introduces Todd Hamilton, a seasoned commercial real estate leader and co-founder of Citywide Commercial, who shares how he transitioned from banking into a successful brokerage career through mentorship, hard work, and entrepreneurial risk-taking. He emphasizes the importance of adaptability, relationships, integrity, and hustle—highlighting how smaller, nimble firms can compete with larger companies through speed, collaboration, and technology. Throughout his story, Todd underscores relying on faith, maintaining a strong reputation, and consistently doing the right thing as the foundation for long-term success in both business and life.

Mike shares his journey from accidentally entering the mortgage industry to building a successful private lending firm, highlighting how adaptability, continuous learning, and strong relationships shaped his career over more than three decades. His story emphasizes the importance of understanding risk through asset-based lending, moving quickly in competitive markets, and surrounding yourself with knowledgeable people who can help you grow. He encourages aspiring real estate professionals to educate themselves, build networks, choose a focused path, and approach opportunities with preparation, integrity, and a willingness to learn, ultimately finding purpose in helping others succeed.

Oleg shares his journey from immigrating to the United States to building a successful real estate business, highlighting how a mindset shift from working for money to making money work for him transformed his career. His story emphasizes the importance of taking risks, betting on yourself, learning through failure, and seeking mentorship to accelerate growth. He encourages young people to prioritize health, use their time wisely, and explore different paths early in life to discover purpose and create long-term success.

Matt Maclean shares his journey from an uncertain college path to building a successful career in wealth management, ultimately leading and scaling a values-driven advisory firm. His story highlights the power of discipline, faith, and resilience through challenges like the financial crisis, as well as the importance of strong partnerships and intentional leadership. He emphasizes living with purpose by investing in family, developing others, and creating lasting impact beyond personal success.