The Pullen Coaching Team
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 is the author of 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.
Dr. Katie Spencer, MA, Psy.D
Dr. Katie Spencer, MA, Psy.D, is founder of Northbound Consulting, which supports people to live their lives as they want to be remembered. Her company offers executive coaching, family dynamics facilitation, corporate trainings, and legacy documentation.
Katie has always focused on having a positive impact in the world; through supporting individuals directly and by optimizing family and team systems to create their desired ripple effect. 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.
Katie specializes in leadership development within high-net-wealth families, family businesses, and advisors in the family office and wealth management space. Her coaching and team dynamics offerings focus on the c-suite within corporate and family systems, helping each person connect to and live in alignment with their unique values, gifts, purpose, and potential. Her approach is guided by the philosophy that the strength and efficacy of a system is dictated by the wellness of each individual in it and the quality of connection between its members.
Katie has become a highly sought out next-gen specialist, multi-generational transition expert, executive coach, trainer, and family dynamics facilitator. Katie brings all of herself to the table as she supports each client, and as she lives in alignment with the legacy she hopes will define her.
Additional information and credentials:
Certificate, Leadership Circle Profile
Doctorate in Clinical Psychology, University of Denver
Master of Arts in Clinical Psychology, University of Denver
Master of Arts in Law & Diplomacy, the Fletcher School at Tufts University
Bachelor of Arts in International Politics, Hamilton College
Certificate in Equine Facilitated Leadership Coaching
Jeremy Harkey, M.A., MBA
Jeremy Harkey, MA, MBA, and IFC-certified coach is a leadership and executive coach and consultant. Jeremy especially enjoys the process of engaging the next generation in family enterprises, enhancing communication and decision-making dynamics along the way. He enjoys working with clients who are grappling with the ins and outs of “marrying into” a family of significant wealth. Jeremy integrates his personal and professional experience to support clients who aim to align their impact (human and financial capital) with their values. Entrepreneurship, career transitions, and relationship dynamics are other specialty areas.
Outside of consulting work, Jeremy manages a climate-focused venture capital. He came to these pursuits following an international career with the United Nations Refugee Agency.
Jeremy lives in Evergreen, CO with his wife and family. Outside of work, you might find him mountain biking, trail running, or fly fishing.
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
