About Us

Suzanne Lundeen Abrams, CLTC, 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. Suzanne balances her entrepreneurial...

Shelly Fayard-Rerat has been assisting clients achieve their financial goals since 2015. She welcomes new challenges and the opportunity to assist clients in their financial journey. Shelly is an active member in her community and with...