About SMI Faculty

COURTNEY PULLEN, PRESIDENT PULLEN CONSULTING GROUP

Courtney Pullen, is the President of the Pullen Consulting Group, a Denver Colorado based firm that specializes in business coaching, family wealth counseling, leadership development, communication workshops, coaching skills workshops, team building and business planning for family and closely held businesses. He received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the Professional School of Psychology at the University of Denver and had been an Instructor at both the University of Colorado at Denver and the Community College of Aurora.   He is also a graduate of the Newfield Coaching Program. Pullen has frequently lectured, conducted numerous workshops and published in the areas of individual and organizational change and is a Contributing Editor to the Journal of Financial Planning and a member of the advisory board for The Sudden Money Institute and a trained facilitator in the Seven Stages of Money Maturity. Pullen has over 25 years of experience in helping organizations and individuals through change and growth as a business consultant, psychotherapist and professional speaker and recently published the book; Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.  The Pullen Consulting Group has worked with a variety of industries from manufacturing to financial services. He has extensive experience in small and large group facilitation covering the continuum from corporations to communities in conflict and family meetings.


DR. MOIRA SOMERS, PSYCHOLOGIST AND PROFESSOR

Dr. Moira Somers is a psychologist and professor based in Winnipeg, Manitoba.   She practices in the areas of financial and business coaching, positive psychology, and neuropsychology. Dr. Somers has a particular interest in the psychological factors that affect people's financial decisions and actions. Her clients include high net worth individuals, business owners, and professional people, all of whom are in the midst of significant life transitions.  Dr. Somers is skilled in helping them address the factors that contribute to procrastination, erraticism, and anxiety around their personal and business finances. Her workshops for financial advisors focus on enhancing communication skills and client retention.  She is the author of the forthcoming book, The Advisor Who Gets in the Way.

 

 


DR. KATHLEEN REHL, INSPIRATIONAL EDUCATOR, SPEAKER AND AUTHOR

Dr. Kathleen Rehl, Ph.D, CFP®, CeFT™ is a leading authority on the subject of widows and financial planning. She is the award-winning author of Moving Forward on Your Own: A Financial Guidebook for Widows. A widow herself, Kathleen is frequently invited to speak to professional advisors and women’s groups. Her work has been featured in numerous publications. The U.S. Army Survivor Outreach Services centers use her book worldwide. Kathleen owned her financial planning firm for 17 years before closing that business in late 2013, giving more time for speaking, teaching and writing. Kathleen is passionate about empowering her “widowed sisters” to feel financially secure . . . while helping advisors work effectively with these women.

 

 

 


PEGGY FRYE, CERTIFIED FINANCIAL PLANNER®, REGISTERED LIFE PLANNER® AND CERTIFIED FINANCIAL TRANSITIONIST™

Peggy F. Frye, CFP®, CeFTPrincipal of Glenayr Wealth Advisors LLC, is an experienced wealth manager, Certified Financial Planner ®, and Registered Life Planner®.  She is also a Certified Financial Transitionist™ with the Sudden Money ® Institute, the national leader in financial transitions planning.  She advises high-net-worth individuals and families using a unique planning and financial advisory approach and counsels clients to achieve life-altering goals using process-specific strategies. 

Peggy's skills are built on an outstanding 28-year career as a Private Banker and Wealth Advisor for Citi's Private Bank in New York City, Westchester, NY and Washington, DC.  She has been a Certified Financial Planner® since 1996 and is distinguished as one of a small number of advisors who has achieved Registered Life Planner® designation from the Kinder Institute in Littleton, MA.   She received her Certified Financial Transitionist™ designation from the Sudden Money® Institute and is among an elite group of professionals with experience in combining the fields of financial planning with cutting-edge research in neurology, sociology, and psychology.  She recently has become part of the Sudden Money Faculty coaching other advisors in this unique process.

During her career in financial services and in private practice, she has served corporate clients, privately-held business owners, real estate entrepreneurs, private equity firms and large high-net worth families.

She holds an MS from Fordham University and a BS from Southeastern Louisiana University with highest honors.  Peggy resides with her husband on Glenayr Farm in central Virginia where they raise champion Airedale terriers and Angus cattle.

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10 huntly circle
palm beach gardens, fl 33418
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