Our Team

Susan Bradley, CFP®, CeFT® 

Founder of the Sudden Money® Institute

Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 18 years ago as a community of practice seeking to better serve their financial planning clients by developing processes and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and she is also the recipient of the Insiders Forum Iconoclast Award 2017.

 

Peggy F. Frye, CFP®, CeFT®

Director of Training & Faculty

Peggy is the Principal of Glenayr Wealth Advisors LLC and an experienced wealth manager, Certified Financial Planner ®, Registered Life Planner®, and Certified Financial Transitionist®. 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 resides with her husband on Glenayr Farm in central Virginia where they raise champion Airedale terriers and Angus cattle.

Judith Rhodes 

Director of Membership & Training

Judith's is a team player who is always willing to go the extra mile. Judith is passionate for helping people with her creative & executive skills.

Faculty

Dr. Moira Somers, Psychologist, 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 Advice That Sticks (Practical Inspiration 2018).

Michael Karwic, CFP®

& CeFT®

Michael Karwic is a Certified Financial Planner (CFP) and a Certified Financial Transitionist (CeFT). He provides financial planning and investment services for clients throughout the U.S., with a focus on working with clients who are experiencing significant financial transition events. He is also a faculty member with the Financial Transitionist Institute where he teaches advanced planning techniques to financial advisers who also work with clients who are experiencing major life events.

Jane K. Washburn, CLU, ChFC, LTCP

Jane is the conceiver and architect of Legacy Visions Insurance and Financial Services. She has combined 20 years of experience helping her clients with their personal and business financial planning with her interest in the financial and emotional transitions throughout the lifespan to create what has become Legacy Visions.

Jane is a Fellow of the Sudden Money Institute (SMI). SMI is a collaborative learning organization dedicated to developing a new body of knowledge necessary for understanding and managing financial transitions, addressing the overlapping emotional and financial complexities of a life transition. SMI invites advisors with experience and a focus in this area to be a Fellow.

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.

Joan Cox, CFP®,CeFT®, CRPC

Joan is part of a select number of advisors who earned the Certified Financial Transitionist® (CeFT®) designation. Have you noticed how sudden and irrevocable changes in life influence your thoughts and actions? For years, I’ve seen people struggle to make decisions when their lives were turned upside down. That’s what led me to the CeFT® program.

CeFT® training helps me understand the impact of human transitions or life events. The curriculum uses science-based tools and protocols designed specifically to merge the human and technical sides of financial planning during significant life changes.

I earned my B.A. from the University of Minnesota in 1976. In 1987, I received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and in 2001 the Chartered Retirement Planning Counselor designation.

 

Kelly Crace, PH.D.

Kelly is the Associate Vice President for Health & Wellness at the College of William & Mary. He is a licensed psychologist, the co-author of the Life Values Inventory, and creator of The Life Values Inventory Online, an online mini-course for values clarification and personal development. He has published and presented in the areas of values, flourishing, transition, identity development, and multi-generational family organizational development. He is president of Applied Psychology Resources and has conducted over two thousand seminars for academic, business, and sport groups.

He has served as director of two college mental health centers at Duke University and at the College of William & Mary. He received his academic and clinical training from Vanderbilt University, the University of North Carolina at Chapel Hill, and Duke University. He is co-inventor of a U.S. Patented Interactive Sports Simulator System designed for scientific and entertainment application. Kelly was the recipient of the Chambers-Reid Award for Professional Excellence at William & Mary. Author of Authentic Excellence

Maureen Rabotin, ICF & Gallup Strengths© Certified Global Executive Coach

Maureen Rabotin is an accomplished executive coach, author, TEDx speaker and founding director of Effective Global Leadership.  Her experience and knowledge come from her naturally inquisitive nature along with certifications in various coaching methodologies (Gallup Certified Strengths Coach, Appreciative Inquiry, Systemic – ORSC and Values-based coaching).

With a foot on each continent (France and USA), Maureen invites people to reflect on two questions: “What needs to shift in me to bring out the best in others?” and “How can we build bridges across cultural, linguistic, generational, and gender divides?”

Global Leaders

Lovaii Navlaki,
CFP®, CeFT®

- FTI Leader India

Mariette Tappan,
CFP®, CeFT ®

- FTI Leader, South Africa

Clare Stenstrom,
CFP®, CeFT ®

- FTI Leader, Australia

Peter Budge,
CFP®, CeFT®

- FTI Leader, Australia