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
Director of Accounting and Finance
Director of Learning Experience