Building Lundeen Abrams Advisors to what it is today has taken 15 years of persistent effort and organic growth. Looking back at each chapter of my financial career is like a path of stepping stones. Each time I moved to the next step, the intention was clear.
I am excited to announce that I am officially operating my business as an independent Registered Investment Advisory Firm (RIA).
Running a boutique wealth management firm is my proud vocation and serving my clients is one of my life's greatest joys.
The past four months have been a period of deep research as I sought all the resources and information to make the best possible decisions to set up my new firm.
It is incredibly exciting to share this moment of blossoming. It truly feels like I planted a seed 15 years ago and today the flower, at last, has bloomed.