Meet the Team of Sudden Money® Institute
Founder, CFP®, CeFT®
Sudden Money® Institute began 22 years ago as a community of practice seeking to better serve their financial planning clients by developing processes 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 she is also the recipient of the Insiders Forum Iconoclast Award 2017.
Peggy F. Frye, CFP®, CeFT®
Director of Training & Faculty
She is our Lead Trainer & Director of Training.
She is the Principal of Glenayr Family Advisors LLC and an 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. She resides with her husband on Glenayr Farm in central Virginia where they raise champion Airedale terriers and Angus cattle.
Director of Membership & Training
[+] As the Director of Membership & Training, Judith is responsible for driving growth and providing strategic direction for FTI/SMI. She is highly dedicated and focused on prioritizing and organizing various projects and events for the benefit of our members. Judith assists in our Event Coordination and is responsible for the Annual, Mid-Year and Inward Bound activities.
Judith has vast experience of over 10+ years in the operations and administration in the legal industry, specializing in Family, Criminal, Estate, and Trademark law. Her expertise in legal matters has proved to be an asset in her role in our organization.
Apart from her professional pursuits, Judith enjoys indulging in her hobbies, which include woodworking, reading, and traveling with her family. She is also a devoted mother of two who never misses out on her children’s activities.
Director of Accounting and Finance
[+] Sharmon Tourjee brings with her an impressive portfolio of experience in Accounting and Finance. At FTI/SMI, she's responsible for the management and oversight of all financial matters.
Additionally, Sharmon is a valued contributor to both annual and mid-year conferences, as well as coordinating Inward-Bound activities.
In addition to her experience at FTI/SMI, Sharmon operates her own bookkeeping business that she has built without significant external investment. With a Bachelor's Degree in Accounting, Sharmon is also currently studying for the CFP (Certified Financial Planner) examination. In her leisure time, when not managing four children aged 13 to 23, Sharmon loves spreading her time at the beach or tending to her garden.
Director of Learning Experience
[+] As the Director of Learning Experience at FTI, Alexi Gilmore is responsible for the overall learning strategy, curriculum development, and content for FTI's training programs and continuing education offerings. Alexi is a CERTIFIED FINANCIAL PLANNER™ and subject matter expert in values-driven planning through behavioral finance, philanthropic stewardship, and grief support.
With a background in cultivating long-term client relationships to drive retention, Alexi is dedicated to helping other financial professionals provide the same for their clientele by focusing on improving our training interface, systems integrations, deliverables, and access to tools that drive meaningful financial relationships and successful completion of our training programs.
Alexi fills her days adventuring with her husband, children, and chocolate lab. She is also the Founder and Chair of RAISE Your Hearts, a charity organization in pursuit of wellness in grief for every family member that has experienced infant loss in the United States.