about us
Our Story
For over 25 years, The Loyalty Group has thrived as a boutique consulting firm specializing in developing high-performing leaders, teams and cultures. Our work leverages cutting-edge behavior change techniques and the latest in neuroscience to help clients achieve business goals and execute strategy.
What makes us unique? No cookie-cutter or out-of-the-box programs here. We don't make assumptions or force-fit solutions. We get to know your organization and tailor our solutions to your needs - and if we're not right for your project, we'll gladly give you a referral!
That's why about 90% of our work comes from repeat or referral business, inspiring us to live up to our name, The Loyalty Group. And clients tell us we're fun to work with too!
Our Team
We're small, mighty and we pack a big punch!
We're small, mighty and we pack a big punch!
Phyllis Roteman
Founder and Senior Consultant
Phyllis is a highly sought-after global leadership development consultant, executive coach and organizational culture expert. She’s helped thousands of individuals and teams, from emerging leaders to C-suite executives, discover their authentic styles while becoming more effective leaders in today’s complex business environment. Her diverse client portfolio has included fast-growing startups, privately held companies and global corporations across a variety of industries including tech, consumer products, hospitality, insurance, healthcare, financial services, and more. Her passions include developing high-performing, cohesive leadership teams, executive coaching and assessment, high-stakes facilitation and meeting design, building influence skills at all levels, and aligning culture and people-practices with business strategy.
Karen McDaniel
Senior Culture, Employee Engagement
and Learning Consultant
Karen has nearly 20 years of experience delivering business outcomes by leading transformational change, developing impactful learning solutions, and aligning organizational culture with business goals and practices. While working at leading organizations including Intuit and Varian Systems, Karen designed and led strategic people initiatives including developing an overall talent strategy, designing talent management practices, and implementing practical tools and processes that people want to use. She gets measurable results by taking a human-centric approach to design, focusing employees and leaders on the impact they have on the success of the business and the behaviors needed to execute effectively. Her passions include employee engagement, onboarding, performance development, and leadership development with employee experience throughout the employee lifecycle as the north star for design.
Dr. Aparna Arvind
Senior Leadership Development Consultant and Executive Coach
A passionate change agent, Aparna has spent the last two decades driving impactful initiatives that align human behavior with professional development and personal well-being, helping to create high-performance cultures and ecosystems. A certified executive coach and Hogan practitioner, Aparna's specialty areas include leadership development, organizational change, career management and transitions, and leading with emotional intelligence. Her diverse experience includes leading a successful medical practice as a physician, leading and executing on multiple change management initiatives as a principal change management consultant, and many years as an executive coach helping transform senior leaders across various industries including pharmaceuticals, technology, global health non-profits, and business & financial services.
Alison Schwalm
Senior Organizational Change Strategist/Consultant
Alison is a rare leader and change evangelist equally talented in strategy, process, innovation and people. Her 25+ year career has included leadership roles at GE, Merck, Guardian Life and Accenture, where she's successfully tackled strategic business challenges including M&As, integrations, major product launches, digital/process automation, and workplace modernization. She's a Six Sigma Master Black Belt, and SaFe Agile and Prosci certified. Driven by her passion for improving the “people experience” in organizations, Alison has coached over 500 change agents to facilitate long-term engagement and sustained business value. As a trusted C-suite advisor, she navigates through distractions and swiftly initiates action and forward momentum with a focused strategy.
Megan Gailey
Strategic Execution, Learning and Communications Consultant
Megan is truly a jack of all trades and a driver of results. In addition to serving as Chief of Staff for C-level executives, she’s led global training, marketing, communications, strategic initiatives and sales enablement functions for Fortune 500 companies including Analog Devices, Maxim Integrated, Xilinx, National Semiconductor and Cisco. At The Loyalty Group, we leverage Megan’s senior-level expertise in leading global change initiatives and M&As, implementing culture change, designing strategic planning sessions and conferences, and developing communication and training strategies. Megan is driven by a strong entrepreneurial spirit and a commitment to delivering impactful results through collaboration and strategic execution.
