The Pullen Coaching Team

Courtney Pullen, M.A.

Courtney's Work

Visit the Library to read Courtney's perspectives

Courtney Pullen M.A. is the President of The Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building.

Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver. Courtney also spent 17 years as a Senior Consultant with Conversant, a communication and collaboration consulting firm to Fortune 100 Companies.

Pullen has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program.

He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.

His primary focus is as a consultant to financial services firms and affluent families. He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He is also on CPWA faculty at the University of Chicago Booth School of Business.

Courtney’s Family

Sami, Emily, Mimi, Courtney, Katie, Conner, and Mckenna

Courtney brings a refreshing blend of thoughtful wisdom, insight, and integrity to his professional relationships. I retained Courtney when my practice was going through a particularly tough time. Courtney’s exceptional listening skills, broad knowledge of business fundamentals, and wise guidance helped me transform my practice. As an entrepreneur, manager, and financial practitioner, I can’t think of anyone else I would rather have in my corner. On top of that, I am honored to call him friend.
Richard Kahler, MS, CFP®, CCIM, Kahler Financial Group

Dr. Katie Spencer, MA, Psy.D

Dr. Katie Spencer, MA, Psy.D, is a highly sought out next-gen specialist, coach, speaker, trainer, legacy book curator, and family dynamics facilitator. Katie weaves together her personal experience as a next-gen, expertise in human behavior and business, and gift to help people connect with each other and their purpose.

Katie has always focused on having a positive impact in the world. She began her career as a humanitarian, working for government and non-profit organizations throughout Africa. She then became a clinical psychologist specializing in trauma as well as organization and group dynamics. When her family invited a consultant to proactively work them to enhance communication and have open dialogue about wealth, she recognized the magnitude of impact she could have in the world by supporting families like hers.

She believes in taking a proactive approach to building foundational family dynamics, de-stigmatizing the challenges that come with affluence, and intentionally integrating wealth into individual and family identity. Katie’s work empowers people to live the lives they want to be remembered for.

Born out of her experience with multigenerational families, Northbound Legacy Books have evolved into one of Katie’s most important and creative responses to questions about legacy and next-gen engagement. “The power of story, to define and honor legacy while capturing interest and engagement, is unrivaled.” Katie has an incredible team that connects family through the process of creating this cherished keepsake.

Katie lives in beautiful Evergreen, Colorado with her husband, two kids, two dogs, one cat, and horse, Louie. In recent years she has integrated horses onto her team of healers. You can often find her hiking in the woods, at the barn, downhill skiing, or curled up on the coach with a novel. More than anything, she values connection.

Dr. Moira Somers

I work with emerging leaders, those people who are moving into positions of greater influence and direction in their companies. My typical clients are people who have already been successful in technical or supportive roles within fields such as engineering, finance, high tech or manufacturing. They are willing to learn how to lead, but they want assistance to do it well and to avoid costly errors as they learn the ropes.

There are different styles of executive coaching. My background as a neuropsychologist allows me to home in on specific behaviours and mindsets that high potential leaders must adopt in order both to BE effective and to BE SEEN as effective. Through a mix of 1:1 sessions and a disciplined process of stakeholder feedback, I help clients become more skillful and confident, equipping them for higher levels of leadership. At the same time, I believe that leaders at all levels need a place to safely discuss their concerns and struggles. I create such a space for them in our work together.

Among the issues that are often the focus of coaching at this level:

changing the attitudes and behaviours that most commonly thwart effective leadership
establishing healthy boundaries within family-owned businesses
improving the speed and quality of decision making
creating the conditions for teams to flourish
increasing employee engagement and dealing with under-performers
harnessing key personal strengths that enhance performance and meaning
staying sane through insane periods at work
dealing with issues around wealth creation and transfer, including succession planning and raising financially responsible children

Trese Black

Trese has spent more than a decade as Courtney’s executive assistant. She possesses a deep understanding of the firm’s inner workings and operations. She works both directly with clients and associates, manages operations and orchestrates the company calendar.

Seminars

04.26.21 |

Webinar

Family Dynamics after COVID

Investment & Wealth Institute: ACE Academy

05.07.21 |

Webinar

Financial Parenting

YPO Colorado

05.13.21 |

Webinar

Addressing the Unique Needs of the Affluent Family

Independent Trustee Alliance

07.21.21 |

Webinar

Unblocking What’s Waiting for You: Discovering and Overcoming What Holds us Back from Developing New Capabilities

Cathy Carroll, MBA, PCC and Courtney Pullen, M.A. Purposeful Planning Institute: RendeZoom

07.21.21 |

Webinar

Closing the Performance Gap; Building Resilience

Purposeful Planning Institute: RendeZoom

07.22.21 |

Webinar

Purposeful Pivots II

moderate panel discussion