about us

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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!

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Our Team

Over the years, we've carefully curated strategic alliances with top coaches, consultants and other experts. This allows us to scale for larger initiatives. More importantly, it allows us to assemble the right team, matching expertise, style and approach with your unique needs. We know when we bring in partners, it's our reputation on the line. We take that seriously.

We're small, mighty and we pack a big punch!

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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.

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.

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Helping Companies Develop Great Leaders and Cultures