Who We Are

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Susan Bradley, CFP®, CeFT®

Founder of the Sudden Money® Institute

Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 18 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found here.

She is the recipient of the Insiders Forum Iconoclast Award 2017.


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Sharmon Tourjee

Accountant

 

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Peggy F. Frye, CFP®, CeFT®

Principal of Glenayr Wealth Advisors LLC

Experienced wealth manager, Certified Financial Planner ®, Registered Life Planner®, and Certified Financial Transitionist®. She advises high-net-worth individuals and families using a unique planning and financial advisory approach and counsels clients to achieve life-altering goals using process-specific strategies. Peggy resides with her husband on Glenayr Farm in central Virginia where they raise champion Airedale terriers and Angus cattle.

Certified Financial Transitionist Directory