Suzanne
President & Advisor
Suzanne Lundeen Abrams has been helping clients take strides in their financial lives since 2005. She enjoys proactively planning so that life's surprises don't knock her clients off course.
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Suzanne balances her entrepreneurial side by channeling her inner domestic goddess at home.
She loves art of any kind and enjoys playing her violin, gardening, cooking and reading. There's inevitably a stack of newspapers and New Yorkers she's always working her way through.
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Entrepreneurship runs in the family. Suzanne learned the basic tenets of ethical business management through her father, Gary Lundeen. Gary Lundeen Company was a successful accounting firm for 40 years and Gary mentored and also partnered with her in the investment management business until his retirement in 2013.
Ally
Financial Advisor & Education Consultant
Ally resides in the beautiful Rocky Mountains, but her Minnesota roots run deep. While she is not a Minnesota native, she has a lot in common with her cousin, Suzanne.
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Ally shares the same values and philosophy about life and wealth management as imbued in the Lundeen Abrams brand: that life is a journey, not a destination and being prepared for the road ahead pays dividends when you can truly enjoy yourself along the way.
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Suzanne and Ally's similar outlook in the business of helping people map out their financial path is due to the fact that Ally learned a lot about finance from her mother, a successful business woman, just as Suzanne did from her father. Perhaps it was a bit of kismet that their paths aligned for them to work together in business since their parents shared.
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Ally’s role as a Financial Advisor & Educational Consultant at Lundeen Abrams Advisors gives her the opportunity to use her unique skillset and passion to help clients understand their financial strategy and plan their life with confidence.