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Jack Sullivan

Jack Sullivan is CEO of Heritage Wealth Counselors, LLC and is a recognized leader in family wealth counseling and planning. Mr. Sullivan has over 30 years of experience in the financial services industry. A noted and published expert on financial and estate planning, Jack’s training and expertise emanated from the banking and insurance segments. Founder of the West Jersey Community Bank, he was instrumental in its sale to Sovereign Bank in 1996. He was also a founder and Partner of Summit Financial Resources, Inc. a leading financial planning firm. Jack is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU), receiving both designations from The American College. He received his Bachelor of Science degree from the University of Richmond in Management and is a graduate of the Professional Mentoring Program, a curriculum for advanced estate planning and family wealth counseling.

Mr. Sullivan has helped a wide-range of families successfully transition their wealth to successive generations. His vast experience has helped him develop the proprietary wealth counseling methodology that has been trademarked as the Family Wealth Protection Process™. Mr. Sullivan’s practice utilizes three steps; first, for the determination of personal values and direction; followed by the establishment of sound footing and procedures for financial assets; and concludes with legacy planning that balances both social and family commitment.

Mr. Sullivan is a past President of the Greater Newark Society of Financial Service Professionals and is a current member of The North Jersey Estate Planning Council. Mr. Sullivan is also a member and on the board as Treasurer for the International Association of Advisors in Philanthropy.  He is a member of the Foundation Board of Montclair State University, Trustee of Saint Claire's Foundation and a member of the Advisory Board of the Northern New Jersey American Heart Association.

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Mark J. Butler

Mark Butler is a Certified Public Accountant with extensive experience in investment planning, asset allocation, accounting, tax services and advice and estate planning. Mr. Butler has over 25 years of financial services experience, the last 20 years working with high net worth families and family-owned businesses.

Mr. Butler is a former Partner, Managing Director and Chief Financial Officer for William E. Simon & Sons, LLC, a merchant bank and Family Office formed by the prominent entrepreneur and former United States Secretary of Treasury, William E. Simon. Mr. Butler served on the firm’s Executive and Investment Committees and was a director of many of the firm’s affiliated entities. He was instrumental in establishing the firm’s policies and procedures and formulating future goals. His background includes involvement with philanthropic enterprises gaining much of his experience from the extensive philanthropies of the William Simon family.

The first five years of Mr. Butler’s career were spent with Price Waterhouse. This included an assignment in Zurich, Switzerland where he supervised federal, state and international tax affairs for U.S. expatriates of Fortune 500 companies stationed in Europe and Africa.

Mr. Butler received his Masters Degree in Taxation and a Bachelors Degree in Business Administration and Accounting from Seton Hall University. He is a Certified Public Accountant and a member of the American Institute of CPAs and the New Jersey Society of CPAs. He is a member of the Board of Advisors of Good Counsel Homes, a non-profit organization that provides shelter to unwed mothers and their children. He currently coaches youth and high school sports including football and basketball and is a member of the New Jersey Football Officials Association.

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Strategic Alliance Partners

David W. Holaday
Estate, Tax and Wealth Strategist

David Holaday is the founder and Managing Member of Wealth Design Consultants, LLC, through which he offers case design, analysis, and presentation services to professional client advisors.  Over the past 20 years he has built a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors.  

Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company.  Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.
Dave holds a BS in Chemical Engineering from the University of Virginia and is a Chartered Financial Consultant.  He is a past president of the Planned Giving Group of Indiana, and a member of the International Association of Advisors in Philanthropy.

Courtney Pullen

Courtney Pullen M.A., LPC 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 training and team building. He has extensive experience in small and large group facilitation covering the continuum from corporations to family meetings.

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. He was a full-time practicing psychotherapist for ten years and maintained a part-time practice for six years during his transition to a coaching model.

Pullen has frequently lectured, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance and family wealth dynamics. He is a contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is on the board of advisors of the Sudden Money Institute. He is a graduate of the Newfield coaching program and is a Professional Certified Coach.

He has spoken at regional and national conferences of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.

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Jay Steenhuysen
Philanthropic Advisor

For strategist, consultant, and entrepreneur Jay Steenhuysen, philanthropy is more than a career: it is a passion.  For over twenty years, Steenhuysen has delivered quality care to donors, professional advisors, and nonprofit organizations -- a commitment that, in 2004, led Worth magazine to cite him, along with Goldman Sachs and Bessemer Trust, as one of three primary resources for high net worth families seeking assistance with philanthropy.

With a client list that has included the Lee Iacocca Foundations and several Fortune 100 CEO's, Steenhuysen currently specializes in the creation of family giving plans and activities, charitable entity creation and restructuring, charity selection and gift distribution, and gift negotiation between charities and donors.  Whether helping families preserve long-standing, cherished values, or create brand new philanthropic traditions, Steenhuysen brings clarity, focus, and efficiency to a family's decision-making process.

A father of three, Steenhuysen is a gifted communicator with children, parents, and grandparents of all ages.  His unique giving curriculum for families includes tools, exercises, and experiences that use philanthropy to improve decision-making, build self-esteem, enhance family dynamics, and prepare children for the responsibility of the wealth they will ultimately inherit.  As a nationally renowned speaker and trainer, he is equally comfortable in the board room, the living room, or the playroom.

In addition to his family consulting work, Steenhuysen also directs philanthropic services for Charitable Entity Administration, a firm he founded to assist high net worth families in establishing their charitable entities and provide bookkeeping, accounting, and tax compliance for these entities.

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