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

Kristin Keffeler, MSM

Kristin Keffeler, MSM, MAPP is the founder and owner of illumination360. She is an advisor and certified professional coach working with enterprising families, families of wealth, and rising generation family members. She has specializations in business design, human motivation and behavioral change, family dynamics, family governance, intergenerational collaboration, and the ‘inner work’ of money. Kristin recently published her research findings on the traits and skills that support a path to thriving for the next generation in ultra-high net worth families, a thesis entitled: Becoming the Rising Generation: Uncovering the Path to Thriving for the Next Generation in Ultra-high Net Worth Families.


  • Graduated Phi Beta Kappa and Magna Cum Laude with a Bachelor of Science degree in Biology/Chemistry from the University of Denver (1998)
  • Master of Business Management, with a specialization in Public Health, from DU’s Daniels College of Business (2001)
  • Master of Applied Positive Psychology, University of Pennsylvania (2018)

Professional Affiliations

  • Beneficiary BootcampTM, Co-founder
  • Purposeful Planning Institute, Dean of Family Sustainability and Empowerment
  • 21/64 Multigenerational Advisory Firm, Trainer
  • Collaboration for Family Flourishing, Member

Publishing Credits

  •, “Healthy and Wealthy” columnist
  • Journal of Financial Planning
  • The Journal of Practical Estate Planning
  • Entrepreneur Magazine
  • The Denver Business Journal
  • Business Altitude Magazine

Public Speaking

  • Family Office Exchange
  • The Kinder Institute of Life Planning
  • The Financial Planning Association
  • The Legacy Companies of Boston
  • 21/64 Multigenerational Training and Advising
  • The Sudden Money Institute
  • American College of Sports Medicine
  • The Purposeful Planning Institute
  • The Family Firm Institute
  • The Denver Estate Planning Council
  • Resource Generation

Kristin’s Story

Kristin is the fourth child and only daughter of a highly successful entrepreneurial father and a mother who is a gifted writer. Both modeled for Kristin the roadmap of turning vision-to-action through innovative thinking, big ideas, courageous leaps of faith and daily tenacity.

As an entrepreneur, a Next Gen Leader, and a raving fan of her own family of origin, she stands in the shoes of all three niche markets she serves. She started her firm in 2005 and it has become her ‘living laboratory’ for uncovering her own Big Idea and finding the path to thriving in the presence of family wealth.

When Kristin and I first engaged in coaching I felt stuck and frustrated. I had a dream of creating a non-profit organization. Trying to honor my multiple roles as family member, employee, and owner in our five-generation family business left me with little energy for my envisioned non-profit life. Through our work together, I’m now clear on which “hats” I want to wear in the family business, and have begun to quiet the “noise” that comes with having family money. I’m defining how to be a thriving contributor to the family business while still following my individual dream. I’m now the Executive Director of a budding youth-focused non-profit, I smile at myself — and the world — more, and feel alive as I continue to courageously take action on my dream.
Lacey Books, Executive Director, Youth Roots

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 joined Pullen Consulting Group in January 2011 as Courtney’s executive assistant. She brought with her more than a decade of experience in consulting management, C-level executive support and materials design and execution.

She orchestrates the firms calendar and works both in the background and directly with clients and associates.


04.26.21 |


Family Dynamics after COVID

Investment & Wealth Institute: ACE Academy

05.07.21 |


Financial Parenting

YPO Colorado

05.13.21 |


Addressing the Unique Needs of the Affluent Family

Independent Trustee Alliance

07.21.21 |


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 |


Closing the Performance Gap; Building Resilience

Purposeful Planning Institute: RendeZoom

07.22.21 |


Purposeful Pivots II

moderate panel discussion