Lundeen Abrams Advisors is a partnership between Gary and his daughter, Suzanne Lundeen Abrams.  They work together to help individuals and businesses build and protect their financial futures.
 
Gary started his CPA practice over 30 years ago and has developed a loyal client base.  In addition to his accounting and tax expertise, Gary has been a guiding and influential resource to his tax clients in many of their financial decisions.  Along the way, he became licensed as a financial advisor and insurance broker so that he could not only make recommendations, but see them through to completion.
 
Several years ago Suzanne opted to steer her career in the direction of finance and insurance in order to provide additional support to Gary and his clients, and also to forge a path for herself in the business. Both successfully completed the NASD (now FINRA) Series 7 and 66 exams, as well as the licensing exam for Life, Health and Accident Insurance, since insurance is often the cornerstone of financial security.
 
In January of 2009 they broke off from Trusted Advisors/AXA to form their own unique partnership: Lundeen Abrams Advisors through an Independent Broker/Dealer: Securities America.
 
As attested by Gary's firmly positioned CPA firm, the client relationships he develops are long-lived, and with Suzanne's dedication, they are a competent and knowledgeable team that strives to provide clients with effective and sound financial recommendations and counsel.
 
In turbulent times, people often react emotionally in making financial decisions with detrimental effects.  Lundeen Abrams Advisors gives clients the experienced, custom advice they have come to expect when they meet with Gary and Suzanne.  Clients experience a deep level of care and service provided by this trustworthy team.