The Pullen Coaching Team

courtney pullen

Courtney Pullen, M.A.

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 Work

An interview with Simple Tax


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

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 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.


2020 Speaking Engagements

9.2.20: Navigating family dynamics: Multigenerational wealth
Better Conversations. Better Outcomes.
Podcast presented by MBO Global Asset Management, hosted by Ben Jones.

10.15.20: Crafting a Family Mission Statement
Family Office Summit, Stand Together
Phoenix, AZ

7.21.20: Unblocking What’s Waiting For You: Discovering & Overcoming What Holds Us Back From Developing New Capabilities
PPI – Rendezvous/Rendezoom facilitating Purposeful Pivots

5.1.20: Listening and What to do With What you Hear
NAPFA: Financial Therapy webinar

5.12.20: What to Do if You ‘Care’ More than Your Client Does
Purposeful Planning Institute webinar

3.10.20: 09: The 10 Percent
Let’s Talk Family Enterprise, Family Enterprise Xchange
podcast hosted by Ruth Steverlynck

7.21.20: Facilitation: Purposeful Shifts
PPI Rendezvous
Denver, CO

5.7.20: Listening and What to do with What You Hear
NAPFA National Conference
Denver, CO

3.22.20: Intentional Wealth: Best Practices of Legacy Families
Retirement & Longevity Summit
New Orleans LA

2.19.20: Listening and What to do with What You Hear
BKD Wealth Advisor Development Conference
Dallas/Ft Worth TX

• Ball Aerospace
• BKD Wealth Advisors
• Hunter Douglas
• The Financial Planning Assoc.
• Matter Family Office
• US Bank
• Kahler Financial Group
• The Sudden Money Institute
Courtney has an uncanny talent for engaging audiences in issues of importance to affluent families. He encourages the wealth creators of a family to adopt best practices focused on building thriving, well-connected families with purpose and mission. He pulls from his extensive research with successful families to generate practical, no-nonsense advice designed to help a family reach new heights of success.
L. Scott Pann CIMA®, CPWA®
Senior VP - Wealth Management
Wealth Advisor
The Pann/DeYoung Wealth Management Group
Courtney Pullen cares about families being successful and helps them address issues as difficult as succession planning and philanthropy in a friendly, informed manner. His “best practices” programs are simple, clear and helpful.
Sarah Harrison,
Deputy VP Philanthropic Services
Denver Foundation

9.23.19: Intentional Wealth: Family Wealth Dynamics
Investments & Wealth Institute®, Behavioral Advisor Forum
San Francisco CA

7.9.19: Re-Establishing Trust in Families
PPI Thought Leader & Industry Innovator Forum

6.13.19: The New Normal: How to Serve the Redefined Family
National Center for Family Philanthropy (NCFP)

6.12.19: Re-establishing Trust in the Advisory Relationship
Golden CO

5.29.19: Intentional Wealth: What Planners can do to Support the Legacy of their Clients
FPA NorCal
San Francisco CA

5.8.19: Developing an Outward Mindset in Business & Life with Eric Kies
FPA Retreat
La Jolla CA

02.05.19: Executive Presence
BKD Leadership Conference
Springfield MO

11.23.18: Examining the Sacred Cows of Financial Planning
Financial Planning Standards Council
Vancouver, Canada

11.21.18: Examining the Sacred Cows of Financial Planning
Financial Planning Standards Council
Toronto, Canada

11.13.18: How a Family Office can Support a Learning Mindset
Family Office Network
Phoenix AZ

11.07.18: The Challenges of Succession Planning
Fidelity Family Office
Dallas TX

07.26.18: A Unique Approach to Working with Families
Purposeful Planning Institute’s Rendezvous

06.26.18: Leadership Presence
Financial Service Advisory’s NextGen Gathering 2018: Grow Together
Santa Clara, CA

04.19.18: Civil Conversations in Uncivil Times
National Center for Family Philanthropy

04.11.18: Intentional Wealth: What Planners can do to Support the Legacy of their Clients
Financial Planners Association of East Bay
Pleasant Hill, CA

04.11.18: Examining the Sacred Cows of Financial Planning
Financial Planners Association of East Bay
Pleasant Hill, CA

11.13.17 – 11.15.17: Examining the Sacred Cows of Financial Planning
Sudden Money Institute
West Palm Beach, FL

11.08.17: The Bulletproof Wealth Holder Family
Legacy’s Above The Line Conference
Chicago, IL

11.07.17: Develop the Skills for Discovery Conversations
BKD Next
Dallas TX

10.17.17: Supporting Resiliency in the Rising Generation
Community Foundations Family Philanthropy Network, Washington DC

04.04.17: Deliberately Developmental Families

03.08.17 – 03.09.17: Best Practices of Successful Families
The Rising Generation
Why, How, When to introduce a Family Wealth Coach vs Therapist

Legacy’s ECHO Program
Boston MA

11.17.16: Succession Planning: Why Does it Seem so Hard & What to do About It
Conference on Succession Planning
Butler University, Indianapolis IN

11.11.16: Philanthropic Safe Zone: Building Intergenerational Trust
The SRI Conference

10.28.16: Best Practices of Successful Families

09.22.16: Applying Best Practices of Legacy Families to the Mass Affluent
FPA Symposium
Denver, CO

07.27.16: The Challenges of Collaboration
PPI – Fusion Collaboration
Denver, CO

04.27.16: Listening and What to do With What you Hear
FPA Retreat
Scottsdale, AZ

04.19.16: The Unique Challenges of Working with Affluent Families

01.27.16: Family Dynamics
Chicago Booth School of Business

11.11.15: Behavioral Finance

10.22.15: Financial Parenting & Grandparenting: How to Leave More Than Money
Wells Fargo Private Banking
Denver, CO

09.30.15: Facilitating Effective Communications Across Generations
Insiders Forum
Sheraton Wild Horse Pass Resort & Spa
Chandler, AZ

07.15.15: Building a Legacy of Stewardship & Financial Health
Wetherby Asset Management
San Francisco, CA

07.15.15: Serving the Affluent Family
Wetherby Asset Management
San Francisco, CA

07.15.15: How to Think and Communicate Like a Leader
Wetherby Asset Management
San Francisco, CA

06.11.15: Becoming a Communication Catalyst
CSEU Leadership Conference
Fort Collins, CO

06.10.15: The Evolving Role of Advisors in Addressing the Needs of the Affluent Family
Wyoming Community Foundation
Sheridan College Campus, Sheridan WY

05.27.15: Applied Behavioral Finance
Denver CO

04.29 – 5.1.15: Fun, Funds and Freedom Workshop
Open Enrollment Program
Hotel Teatro, Denver CO

04.23.15: Retreat 2015, The Power of Presence
Financial Planning Association
Château Elan Winery & Resort, Braselton, GA

03.12.15: Family Dynamics
IMCA CPWA Program, Chicago Booth School
Chicago IL

02.26.15: Using Group Interventions to Promote Healthy Relationships with Money
AGPA Group Therapy Conference
San Francisco CA

01.22.15: The Evolving Role of Attorneys in Addressing the Needs of the Affluent Family
Denver Estate Planning Council
Denver CO

12.09.14: The Advisor’s Role in Developing Best Practices for Affluent Families
International Wealth Management Forum
Phoenix AZ

09.12.14: Intentional Wealth: How Families Build Legacies
of Stewardship & Financial Health
2014 Pann DeYoung Family Wealth Symposium
Colorado Springs CO

04.28.14: Intentional Wealth: How Families Build Legacies
of Stewardship & Financial Health
International Wealth Management Forum
Phoenix AZ

03.13.14: Family Dynamics & Legacy Planning
The University of Chicago Booth School of Business
Chicago IL

02.27.14: Building Listening Awareness
The Legacy Group
Las Vegas NV

12.13.13: Anatomy of Peace
Sudden Money Institute Conference
Palm Beach FL

10.16.13: Intentional Wealth: How Families Build Legacies of Stewardship and Financial HealthSendero Wealth Management
San Antonio, TX

08:22:13 Financial Parenting and Grand parenting: How to Leave More Than MoneyUS Bank-Private Client Reserve
Salt Lake City, UT

08.01.13: How Flourishing Families Build Legacies of Stewardship and Financial Health
Purposeful Planning Institute
Denver, CO

06.017.13: Effective Communication in the Face of Conflict
Leadership Conference 2013
BKD Wealth Advisors
Kansas City, CO

10.25.12: Coaching Skills for Advisors
The Legacy Group
Chicago, IL

09.07.12: 2012 Navigating the Realities of Complex Relationships within Families of Wealth
Family Wealth Symposium
Denver, CO

05.16.12: The Impact of Financial Transitions on Families
SMI Webcast with the Experts Series

05.06.12: Re-establishing Trust in the Advisory Relationship
Financial Planning Association Retreat 2012
Scottsdale, AZ

03.22.12: Philanthropy and Heirs: How to have fun, involve your family and help make a difference in the world
US Bank – The Private Client Reserve
Denver, CO

01.30.12: How to Think and Communicate Like a Leader
BKD 2012 Leadership Conference
Kansas City, MO